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 | $22,905 | $52,519-56.4% | $155,790-85.3% | $59,632-61.6% |
| Participation rate | 46.4% | 61.7%-15.3pp | 76.1%-29.7pp | 68.7%-22.2pp |
| Annual return | -0.84% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $427 | $1,589-73.1% | $3,836-88.9% | $2,203-80.6% |
| Participant deferral / active EE | $939 | $3,084-69.6% | $4,797-80.4% | $3,192-70.6% |
| Admin fee / account holder | $240 | $3,540-93.2% | $7,478-96.8% | $4,297-94.4% |