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 | $11,678 | $51,576-77.4% | $129,207-91.0% | $80,856-85.6% |
| Participation rate | 0.0% | 57.0%-57.0pp | 69.6%-69.6pp | 67.6%-67.6pp |
| Annual return | 29.65% | 20.81%+8.8pp | 9417.33%-9387.7pp | 35.59%-5.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $171 | $2,669-93.6% | $4,168-95.9% | $4,296-96.0% |
| Admin fee / account holder | $39 | $4,305-99.1% | $7,715-99.5% | $6,918-99.4% |