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 | $29,637 | $89,355-66.8% | $141,162-79.0% | $72,985-59.4% |
| Participation rate | 32.2% | 75.1%-42.9pp | 82.5%-50.2pp | 69.5%-37.3pp |
| Annual return | 43.41% | 111.85%-68.4pp | 71.39%-28.0pp | 81.00%-37.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,205 | $5,418-59.3% | $6,709-67.1% | $3,607-38.9% |
| Admin fee / account holder | $179 | $5,958-97.0% | $10,261-98.3% | $5,124-96.5% |