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 4-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 | $2,773 | $54,705-94.9% | $71,209-96.1% | $84,808-96.7% |
| Participation rate | 10.8% | 64.1%-53.3pp | 73.8%-62.9pp | 68.3%-57.5pp |
| Annual return | 19.53% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $65 | $3,030-97.9% | $4,175-98.4% | $4,212-98.5% |
| Admin fee / account holder | $11 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |