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 | $36,107 | $52,224-30.9% | $88,946-59.4% | $102,872-64.9% |
| Participation rate | 0.1% | 40.8%-40.6pp | 68.8%-68.7pp | 73.0%-72.9pp |
| Annual return | 13.70% | 16.96%-3.3pp | 57.82%-44.1pp | 19.06%-5.4pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1 | $2,611-100.0% | $4,581-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $1,723-100.0% | $8,261-100.0% | $292-100.0% |