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 | $39,201 | $77,899-49.7% | $149,673-73.8% | $75,163-47.8% |
| Participation rate | 8.9% | 65.6%-56.7pp | 78.8%-69.9pp | 67.2%-58.3pp |
| Annual return | 20.37% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $565 | $3,411-83.4% | $5,680-90.1% | $4,125-86.3% |
| Admin fee / account holder | $27 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |