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 | $12,533 | $111,754-88.8% | $103,333-87.9% | $145,922-91.4% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 15.14% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,146 | $4,212-72.8% | $3,868-70.4% | $4,660-75.4% |
| Participant deferral / active EE | $1,351 | $5,619-76.0% | $5,057-73.3% | $6,688-79.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |