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 | $37,021 | $159,901-76.8% | $146,958-74.8% | $145,922-74.6% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 14.37% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,770 | $8,428-79.0% | $8,070-78.1% | $6,688-73.5% |
| Admin fee / account holder | $213 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |