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 | $20,532 | $70,606-70.9% | $53,898-61.9% | $142,382-85.6% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 16.91% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $37 | $1,202-96.9% | $932-96.1% | $4,299-99.1% |
| Participant deferral / active EE | $12 | $2,364-99.5% | $1,826-99.3% | $6,507-99.8% |
| Admin fee / account holder | $151 | $2,852-94.7% | $2,491-93.9% | $12,624-98.8% |