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 | $7,026 | $70,756-90.1% | $65,493-89.3% | $142,382-95.1% |
| Participation rate | 36.8% | 77.4%-40.5pp | 73.1%-36.3pp | 80.1%-43.3pp |
| Annual return | 25.54% | 1754.89%-1729.4pp | 982.45%-956.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $330 | $2,881-88.5% | $2,574-87.2% | $4,299-92.3% |
| Participant deferral / active EE | $409 | $4,637-91.2% | $3,961-89.7% | $6,507-93.7% |
| Admin fee / account holder | $41 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |