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 | $23,777 | $96,635-75.4% | $86,612-72.5% | $139,434-82.9% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $51 | $3,263-98.4% | $3,022-98.3% | $4,751-98.9% |
| Participant deferral / active EE | $2,820 | $4,836-41.7% | $4,438-36.5% | $6,710-58.0% |
| Admin fee / account holder | $11 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |