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 10-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 | $47,518 | $83,902-43.4% | $167,512-71.6% | $84,808-44.0% |
| Participation rate | 39.6% | 66.5%-26.8pp | 77.1%-37.4pp | 68.3%-28.7pp |
| Annual return | 18.62% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $858 | $2,264-62.1% | $3,882-77.9% | $2,631-67.4% |
| Participant deferral / active EE | $1,215 | $4,442-72.6% | $6,405-81.0% | $4,212-71.1% |
| Admin fee / account holder | $19 | $7,915-99.8% | $9,769-99.8% | $7,344-99.7% |