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 10-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 | $11,062 | $69,518-84.1% | $59,878-81.5% | $135,375-91.8% |
| Participation rate | 9.1% | 77.8%-68.7pp | 74.7%-65.6pp | 82.6%-73.5pp |
| Annual return | -6.17% | 7.94%-14.1pp | 3.46%-9.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $593 | $4,206-85.9% | $3,402-82.6% | $5,609-89.4% |
| Admin fee / account holder | $41 | $5,734-99.3% | $3,590-98.9% | $10,827-99.6% |