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 | $31,119 | $96,635-67.8% | $86,612-64.1% | $139,434-77.7% |
| Participation rate | 15.4% | 74.4%-59.0pp | 71.7%-56.3pp | 80.3%-64.9pp |
| Annual return | 22.38% | 106.41%-84.0pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $377 | $3,263-88.4% | $3,022-87.5% | $4,751-92.1% |
| Participant deferral / active EE | $680 | $4,836-85.9% | $4,438-84.7% | $6,710-89.9% |
| Admin fee / account holder | $112 | $6,408-98.3% | $5,614-98.0% | $11,403-99.0% |