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 6-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 | $17,041 | $54,705-68.8% | $71,209-76.1% | $84,808-79.9% |
| Participation rate | 7.0% | 64.1%-57.1pp | 73.8%-66.8pp | 68.3%-61.3pp |
| Annual return | 22.23% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $269 | $3,030-91.1% | $4,175-93.6% | $4,212-93.6% |
| Admin fee / account holder | $124 | $4,863-97.5% | $5,349-97.7% | $7,344-98.3% |