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 | $168,487 | $198,466-15.1% | $170,442-1.1% | $147,584+14.2% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 19.06% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,076 | $6,184-82.6% | $5,433-80.2% | $4,876-77.9% |
| Participant deferral / active EE | $4,707 | $5,629-16.4% | $4,939-4.7% | $5,439-13.5% |
| Admin fee / account holder | $168 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |