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 5-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 | $32,114 | $77,145-58.4% | $108,410-70.4% | $85,850-62.6% |
| Participation rate | 31.4% | 74.7%-43.2pp | 80.1%-48.7pp | 69.3%-37.9pp |
| Annual return | 17.30% | 44.54%-27.2pp | 905.27%-888.0pp | 318.53%-301.2pp |
| Employer contribution / active EE | $730 | $2,379-69.3% | $3,558-79.5% | $2,565-71.5% |
| Participant deferral / active EE | $1,087 | $5,566-80.5% | $6,563-83.4% | $3,952-72.5% |
| Admin fee / account holder | $137 | $5,172-97.3% | $7,295-98.1% | $6,260-97.8% |