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 | $75,967 | $72,400+4.9% | $67,502+12.5% | $145,922-47.9% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 20.34% | 7182.46%-7162.1pp | 3512.12%-3491.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $541 | $4,783-88.7% | $4,000-86.5% | $6,688-91.9% |
| Admin fee / account holder | $64 | $5,539-98.8% | $3,998-98.4% | $13,397-99.5% |