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 3-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 | $3,218 | $74,888-95.7% | $71,209-95.5% | $142,382-97.7% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.1%-53.8pp |
| Annual return | 25.28% | 345.14%-319.9pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $397 | $4,454-91.1% | $4,175-90.5% | $6,507-93.9% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |