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 | $4,961 | $30,400-83.7% | $53,898-90.8% | $84,808-94.1% |
| Participation rate | 17.4% | 46.4%-29.1pp | 55.0%-37.6pp | 68.3%-50.9pp |
| Annual return | 21.37% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $118 | $603-80.4% | $932-87.4% | $2,631-95.5% |
| Participant deferral / active EE | $129 | $1,199-89.2% | $1,826-92.9% | $4,212-96.9% |
| Admin fee / account holder | $167 | $1,993-91.6% | $2,491-93.3% | $7,344-97.7% |