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 | $104,653 | $109,817-4.7% | $98,442+6.3% | $167,490-37.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.40% | 1956.69%-1946.3pp | 1492.73%-1482.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $151 | $3,224-95.3% | $2,960-94.9% | $4,837-96.9% |
| Participant deferral / active EE | $2,156 | $4,673-53.9% | $4,276-49.6% | $6,341-66.0% |
| Admin fee / account holder | $157 | $6,753-97.7% | $5,949-97.4% | $12,309-98.7% |