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 8-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 | $130,492 | $92,703+40.8% | $82,719+57.8% | $134,475-3.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | 15.78% | 944.92%-929.1pp | 701.18%-685.4pp | 417.96%-402.2pp |
| Employer contribution / active EE | $444 | $3,274-86.4% | $3,009-85.2% | $4,740-90.6% |
| Participant deferral / active EE | $478 | $4,802-90.0% | $4,395-89.1% | $6,400-92.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |