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 4-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 | $10,347 | $30,400-66.0% | $53,898-80.8% | $84,808-87.8% |
| Participation rate | 15.0% | 46.4%-31.4pp | 55.0%-40.0pp | 68.3%-53.3pp |
| Annual return | 20.50% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $255 | $1,199-78.8% | $1,826-86.1% | $4,212-94.0% |
| Admin fee / account holder | $56 | $1,993-97.2% | $2,491-97.8% | $7,344-99.2% |