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.
Employer 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 | $10,135 | $27,915-63.7% | $58,482-82.7% | $75,163-86.5% |
| Participation rate | 17.9% | 38.8%-20.9pp | 50.9%-32.9pp | 67.2%-49.2pp |
| Annual return | 32.89% | 44.20%-11.3pp | 4239.32%-4206.4pp | 160.62%-127.7pp |
| Employer contribution / active EE | $76 | $669-88.6% | $1,053-92.8% | $2,670-97.1% |
| Participant deferral / active EE | $960 | $1,201-20.1% | $1,924-50.1% | $4,125-76.7% |
| Admin fee / account holder | $51 | $1,726-97.0% | $2,516-98.0% | $5,651-99.1% |