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 | $22,819 | $159,901-85.7% | $146,958-84.5% | $145,922-84.4% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,058 | $5,286-80.0% | $4,933-78.6% | $4,660-77.3% |
| Participant deferral / active EE | $1,744 | $8,428-79.3% | $8,070-78.4% | $6,688-73.9% |
| Admin fee / account holder | $84 | $15,044-99.4% | $12,998-99.4% | $13,397-99.4% |