See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,767 | $150,440-78.9% | $136,294-76.7% | $147,584-78.5% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 17.36% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $950 | $5,256-81.9% | $4,695-79.8% | $4,876-80.5% |
| Participant deferral / active EE | $1,931 | $6,630-70.9% | $6,247-69.1% | $5,439-64.5% |
| Admin fee / account holder | $124 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |