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 | $24,729 | $70,606-65.0% | $53,898-54.1% | $142,382-82.6% |
| Participation rate | 4.5% | 63.7%-59.2pp | 55.0%-50.4pp | 80.1%-75.6pp |
| Annual return | 8.58% | 619.81%-611.2pp | 528.60%-520.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $125 | $1,202-89.6% | $932-86.5% | $4,299-97.1% |
| Participant deferral / active EE | $180 | $2,364-92.4% | $1,826-90.2% | $6,507-97.2% |
| Admin fee / account holder | $192 | $2,852-93.3% | $2,491-92.3% | $12,624-98.5% |