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 | $36,657 | $70,756-48.2% | $65,493-44.0% | $142,382-74.3% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 22.51% | 1754.89%-1732.4pp | 982.45%-959.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $425 | $2,881-85.2% | $2,574-83.5% | $4,299-90.1% |
| Participant deferral / active EE | $567 | $4,637-87.8% | $3,961-85.7% | $6,507-91.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |