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 | $6,211 | $32,117-80.7% | $71,086-91.3% | $64,186-90.3% |
| Participation rate | 13.6% | 42.7%-29.1pp | 54.7%-41.0pp | 69.6%-55.9pp |
| Annual return | -5.86% | -5.57%-0.3pp | 650.59%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $105 | $712-85.3% | $1,088-90.4% | $2,381-95.6% |
| Participant deferral / active EE | $223 | $1,263-82.4% | $1,874-88.1% | $3,470-93.6% |
| Admin fee / account holder | $13 | $2,759-99.5% | $3,082-99.6% | $4,888-99.7% |