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 5-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 | $46,997 | $108,919-56.9% | $100,391-53.2% | $145,922-67.8% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 14.27% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,442 | $4,419-67.4% | $3,942-63.4% | $4,660-69.1% |
| Participant deferral / active EE | $1,802 | $8,445-78.7% | $8,082-77.7% | $6,688-73.1% |
| Admin fee / account holder | $184 | $9,689-98.1% | $7,899-97.7% | $13,397-98.6% |