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 | $72,366 | $97,757-26.0% | $83,848-13.7% | $135,375-46.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -1.61% | 1287.37%-1289.0pp | 850.88%-852.5pp | 519.73%-521.3pp |
| Employer contribution / active EE | $801 | $4,222-81.0% | $3,631-78.0% | $4,779-83.2% |
| Participant deferral / active EE | $915 | $4,682-80.5% | $4,082-77.6% | $5,609-83.7% |
| Admin fee / account holder | $139 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |