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 10-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 | $109,747 | $102,317+7.3% | $146,958-25.3% | $80,856+35.7% |
| Participation rate | 65.9% | 75.8%-10.0pp | 82.2%-16.3pp | 67.6%-1.8pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,549 | $6,644-1.4% | $8,070-18.8% | $4,296+52.5% |
| Admin fee / account holder | $160 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |