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 | $17,078 | $107,934-84.2% | $91,989-81.4% | $152,861-88.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 90.86% | 89.24%+1.6pp | 69.02%+21.8pp | 345.32%-254.5pp |
| Employer contribution / active EE | $1,448 | $4,210-65.6% | $3,452-58.0% | $4,762-69.6% |
| Participant deferral / active EE | $1,539 | $6,364-75.8% | $5,923-74.0% | $5,850-73.7% |
| Admin fee / account holder | $230 | $10,520-97.8% | $7,743-97.0% | $11,596-98.0% |