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 5-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 | $21,976 | $175,202-87.5% | $149,673-85.3% | $139,434-84.2% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,314 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $1,643 | $6,519-74.8% | $5,680-71.1% | $6,710-75.5% |
| Admin fee / account holder | $134 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |