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 3-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 | $2,429 | $30,400-92.0% | $53,898-95.5% | $84,808-97.1% |
| Participation rate | 38.9% | 46.4%-7.6pp | 55.0%-16.1pp | 68.3%-29.4pp |
| Annual return | 26.27% | 500.19%-473.9pp | 528.60%-502.3pp | 40.90%-14.6pp |
| Employer contribution / active EE | $147 | $603-75.7% | $932-84.3% | $2,631-94.4% |
| Participant deferral / active EE | $250 | $1,199-79.2% | $1,826-86.3% | $4,212-94.1% |
| Admin fee / account holder | $22 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |