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 | $48,585 | $150,440-67.7% | $136,294-64.4% | $147,584-67.1% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 13.09% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,648 | $6,630-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $102 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |