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 | $58,945 | $124,281-52.6% | $109,143-46.0% | $167,490-64.8% |
| Participation rate | 38.5% | 79.4%-41.0pp | 75.9%-37.4pp | 82.1%-43.6pp |
| Annual return | 17.48% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $932 | $5,255-82.3% | $4,653-80.0% | $6,341-85.3% |
| Admin fee / account holder | $24 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |