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 | $7,123 | $76,738-90.7% | $56,411-87.4% | $145,922-95.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 11.17% | 2994.23%-2983.1pp | 1701.33%-1690.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $128 | $1,380-90.7% | $1,039-87.7% | $4,660-97.2% |
| Participant deferral / active EE | $214 | $2,623-91.8% | $1,952-89.0% | $6,688-96.8% |
| Admin fee / account holder | $51 | $3,334-98.5% | $2,829-98.2% | $13,397-99.6% |