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 6-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 | $27,718 | $83,902-67.0% | $167,512-83.5% | $84,808-67.3% |
| Participation rate | 46.9% | 66.5%-19.6pp | 77.1%-30.2pp | 68.3%-21.4pp |
| Annual return | 20.88% | 91.55%-70.7pp | 1615.79%-1594.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,234 | $2,264-45.5% | $3,882-68.2% | $2,631-53.1% |
| Participant deferral / active EE | $1,289 | $4,442-71.0% | $6,405-79.9% | $4,212-69.4% |
| Admin fee / account holder | $36 | $7,915-99.6% | $9,769-99.6% | $7,344-99.5% |