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 | $48,352 | $147,167-67.1% | $111,392-56.6% | $135,375-64.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 78.9%-45.5pp | 82.6%-49.3pp |
| Annual return | -5.46% | -4.44%-1.0pp | -2.06%-3.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $919 | $6,565-86.0% | $5,567-83.5% | $5,609-83.6% |
| Admin fee / account holder | $73 | $20,270-99.6% | $12,266-99.4% | $10,827-99.3% |