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 8-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 | $14,734 | $51,576-71.4% | $129,207-88.6% | $80,856-81.8% |
| Participation rate | 6.3% | 57.0%-50.7pp | 69.6%-63.4pp | 67.6%-61.4pp |
| Annual return | 14.67% | 20.81%-6.1pp | 9417.33%-9402.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $208 | $2,669-92.2% | $4,168-95.0% | $4,296-95.2% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |