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 7-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 | $1,818 | $22,587-92.0% | $65,255-97.2% | $75,163-97.6% |
| Participation rate | 35.3% | 63.1%-27.8pp | 65.0%-29.7pp | 67.2%-31.9pp |
| Annual return | 334.40% | 71.03%+263.4pp | 47.35%+287.0pp | 160.62%+173.8pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $69 | $1,695-95.9% | $2,831-97.6% | $4,125-98.3% |
| Admin fee / account holder | $62 | $1,876-96.7% | $4,112-98.5% | $5,651-98.9% |