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 3-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 | $4,235 | $27,915-84.8% | $58,482-92.8% | $75,163-94.4% |
| Participation rate | 9.7% | 38.8%-29.2pp | 50.9%-41.2pp | 67.2%-57.5pp |
| Annual return | 24.31% | 44.20%-19.9pp | 4239.32%-4215.0pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $164 | $1,201-86.3% | $1,924-91.5% | $4,125-96.0% |
| Admin fee / account holder | $13 | $1,726-99.2% | $2,516-99.5% | $5,651-99.8% |