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 | $19,372 | $79,449-75.6% | $189,557-89.8% | $85,850-77.4% |
| Participation rate | 25.4% | 66.0%-40.6pp | 78.4%-53.0pp | 69.3%-43.9pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.17%-64.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,184 | $4,051-70.8% | $6,174-80.8% | $3,952-70.0% |
| Admin fee / account holder | $67 | $5,377-98.8% | $9,807-99.3% | $6,260-98.9% |