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 | $33,321 | $97,757-65.9% | $83,848-60.3% | $135,375-75.4% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -6.88% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,625 | $4,682-65.3% | $4,082-60.2% | $5,609-71.0% |
| Admin fee / account holder | $9 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |