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 6-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 | $6,778 | $27,915-75.7% | $58,482-88.4% | $75,163-91.0% |
| Participation rate | 5.3% | 38.8%-33.6pp | 50.9%-45.6pp | 67.2%-61.9pp |
| Annual return | 19.76% | 44.20%-24.4pp | 4239.32%-4219.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $65 | $669-90.3% | $1,053-93.8% | $2,670-97.6% |
| Participant deferral / active EE | $245 | $1,201-79.6% | $1,924-87.3% | $4,125-94.1% |
| Admin fee / account holder | $297 | $1,726-82.8% | $2,516-88.2% | $5,651-94.7% |