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 | $17,496 | $44,960-61.1% | $84,966-79.4% | $74,495-76.5% |
| Participation rate | 5.8% | 49.4%-43.5pp | 67.5%-61.7pp | 67.2%-61.4pp |
| Annual return | 18.26% | 26.24%-8.0pp | 66.38%-48.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $265 | $2,731-90.3% | $4,519-94.1% | $4,346-93.9% |
| Admin fee / account holder | $62 | $2,209-97.2% | $6,149-99.0% | $1,942-96.8% |