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 | $12,259 | $29,660-58.7% | $56,411-78.3% | $80,856-84.8% |
| Participation rate | 8.9% | 41.6%-32.8pp | 52.5%-43.6pp | 67.6%-58.7pp |
| Annual return | 17.33% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $79 | $669-88.3% | $1,039-92.4% | $2,755-97.1% |
| Participant deferral / active EE | $826 | $1,226-32.6% | $1,952-57.7% | $4,296-80.8% |
| Admin fee / account holder | $30 | $2,428-98.8% | $2,829-98.9% | $6,918-99.6% |