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.
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 | $7,526 | $22,587-66.7% | $65,255-88.5% | $75,163-90.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 65.0%-65.0pp | 67.2%-67.2pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $133 | $941-85.9% | $1,691-92.2% | $2,670-95.0% |
| Participant deferral / active EE | $878 | $1,695-48.2% | $2,831-69.0% | $4,125-78.7% |
| Admin fee / account holder | $292 | $1,876-84.4% | $4,112-92.9% | $5,651-94.8% |