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.
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 | $0 | $113,935-100.0% | $94,224-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -2.66% | 5.29%-7.9pp | 10.68%-13.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $116 | $4,727-97.6% | $3,587-96.8% | $4,866-97.6% |
| Participant deferral / active EE | $2,260 | $5,179-56.4% | $4,320-47.7% | $5,352-57.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |