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 | $16,806 | $31,310-46.3% | $53,898-68.8% | $74,304-77.4% |
| Participation rate | 5.6% | 30.7%-25.1pp | 55.0%-49.4pp | 60.3%-54.8pp |
| Annual return | 27.00% | 23.16%+3.8pp | 528.60%-501.6pp | 29.43%-2.4pp |
| Employer contribution / active EE | $175 | $450-61.0% | $932-81.2% | $2,241-92.2% |
| Participant deferral / active EE | $175 | $934-81.2% | $1,826-90.4% | $3,767-95.3% |
| Admin fee / account holder | $52 | $2,175-97.6% | $2,491-97.9% | $2,969-98.2% |