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 9-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 | $41,879 | $117,983-64.5% | $101,794-58.9% | $142,382-70.6% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.2%-37.6pp | 80.1%-48.5pp |
| Annual return | 142.48% | 36.92%+105.6pp | 30.53%+112.0pp | 217.08%-74.6pp |
| Employer contribution / active EE | $609 | $2,773-78.0% | $2,289-73.4% | $4,299-85.8% |
| Participant deferral / active EE | $1,159 | $4,714-75.4% | $4,084-71.6% | $6,507-82.2% |
| Admin fee / account holder | $184 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |