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 3-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 | $41,862 | $102,317-59.1% | $146,958-71.5% | $80,856-48.2% |
| Participation rate | 8.6% | 75.8%-67.3pp | 82.2%-73.6pp | 67.6%-59.1pp |
| Annual return | 17.25% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $54 | $6,644-99.2% | $8,070-99.3% | $4,296-98.7% |
| Admin fee / account holder | $112 | $7,941-98.6% | $12,998-99.1% | $6,918-98.4% |