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 | $21,843 | $55,415-60.6% | $155,509-86.0% | $74,495-70.7% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.4pp | 67.2%-42.4pp |
| Annual return | 16.97% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $349 | $2,267-84.6% | $4,672-92.5% | $2,623-86.7% |
| Participant deferral / active EE | $504 | $2,836-82.2% | $5,626-91.0% | $4,346-88.4% |
| Admin fee / account holder | $181 | $1,738-89.6% | $15,912-98.9% | $1,942-90.7% |