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 | $5,651 | $34,934-83.8% | $56,411-90.0% | $74,495-92.4% |
| Participation rate | 12.7% | 32.8%-20.1pp | 52.5%-39.7pp | 67.2%-54.5pp |
| Annual return | 11.92% | 25.94%-14.0pp | 1701.33%-1689.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $327 | $1,170-72.0% | $1,952-83.2% | $4,346-92.5% |
| Admin fee / account holder | $54 | $2,364-97.7% | $2,829-98.1% | $1,942-97.2% |