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 | $33,658 | $84,233-60.0% | $170,442-80.3% | $70,131-52.0% |
| Participation rate | 10.3% | 70.8%-60.6pp | 83.6%-73.3pp | 69.5%-59.3pp |
| Annual return | 14.82% | 23.06%-8.2pp | 205.93%-191.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $540 | $3,086-82.5% | $4,939-89.1% | $3,332-83.8% |
| Admin fee / account holder | $85 | $5,698-98.5% | $13,880-99.4% | $4,645-98.2% |