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 | $19,980 | $83,902-76.2% | $167,512-88.1% | $84,808-76.4% |
| Participation rate | 23.3% | 66.5%-43.2pp | 77.1%-53.8pp | 68.3%-45.1pp |
| Annual return | 23.87% | 91.55%-67.7pp | 1615.79%-1591.9pp | 40.90%-17.0pp |
| Employer contribution / active EE | $509 | $2,264-77.5% | $3,882-86.9% | $2,631-80.7% |
| Participant deferral / active EE | $722 | $4,442-83.7% | $6,405-88.7% | $4,212-82.9% |
| Admin fee / account holder | $16 | $7,915-99.8% | $9,769-99.8% | $7,344-99.8% |