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 | $16,576 | $99,877-83.4% | $84,966-80.5% | $145,922-88.6% |
| Participation rate | 18.8% | 74.1%-55.3pp | 67.5%-48.8pp | 80.3%-61.5pp |
| Annual return | 8.53% | 83.76%-75.2pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $647 | $5,291-87.8% | $4,519-85.7% | $6,688-90.3% |
| Admin fee / account holder | $70 | $7,248-99.0% | $6,149-98.9% | $13,397-99.5% |