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 | $7,705 | $32,117-76.0% | $71,086-89.2% | $64,186-88.0% |
| Participation rate | 4.0% | 42.7%-38.7pp | 54.7%-50.7pp | 69.6%-65.6pp |
| Annual return | -7.82% | -5.57%-2.3pp | 650.59%-658.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $152 | $712-78.6% | $1,088-86.0% | $2,381-93.6% |
| Participant deferral / active EE | $188 | $1,263-85.1% | $1,874-90.0% | $3,470-94.6% |
| Admin fee / account holder | $8 | $2,759-99.7% | $3,082-99.8% | $4,888-99.8% |