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 | $42,907 | $58,208-26.3% | $81,812-47.6% | $80,856-46.9% |
| Participation rate | 21.4% | 63.4%-42.0pp | 72.3%-50.9pp | 67.6%-46.2pp |
| Annual return | 14.97% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $299 | $2,340-87.2% | $2,912-89.7% | $2,755-89.1% |
| Participant deferral / active EE | $391 | $3,281-88.1% | $4,319-90.9% | $4,296-90.9% |
| Admin fee / account holder | $204 | $4,981-95.9% | $7,386-97.2% | $6,918-97.1% |