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 | $7,402 | $30,400-75.7% | $53,898-86.3% | $84,808-91.3% |
| Participation rate | 8.9% | 46.4%-37.5pp | 55.0%-46.0pp | 68.3%-59.4pp |
| Annual return | 27.08% | 500.19%-473.1pp | 528.60%-501.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $105 | $603-82.5% | $932-88.7% | $2,631-96.0% |
| Participant deferral / active EE | $131 | $1,199-89.0% | $1,826-92.8% | $4,212-96.9% |
| Admin fee / account holder | $173 | $1,993-91.3% | $2,491-93.1% | $7,344-97.6% |