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 | $49,877 | $57,281-12.9% | $86,612-42.4% | $75,163-33.6% |
| Participation rate | 9.4% | 63.2%-53.8pp | 71.7%-62.3pp | 67.2%-57.8pp |
| Annual return | 19.19% | 2670.75%-2651.6pp | 591.07%-571.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $817 | $3,318-75.4% | $4,438-81.6% | $4,125-80.2% |
| Admin fee / account holder | $189 | $4,112-95.4% | $5,614-96.6% | $5,651-96.7% |