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 4-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 | $9,383 | $24,733-62.1% | $69,647-86.5% | $74,495-87.4% |
| Participation rate | 9.4% | 63.5%-54.1pp | 66.5%-57.0pp | 67.2%-57.8pp |
| Annual return | 17.63% | 18.55%-0.9pp | 100.48%-82.9pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $562 | $1,901-70.5% | $2,886-80.5% | $4,346-87.1% |
| Admin fee / account holder | $133 | $1,892-93.0% | $4,713-97.2% | $1,942-93.1% |