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 | $47,391 | $102,317-53.7% | $146,958-67.8% | $80,856-41.4% |
| Participation rate | 10.7% | 75.8%-65.1pp | 82.2%-71.4pp | 67.6%-56.9pp |
| Annual return | 19.41% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $431 | $3,713-88.4% | $4,933-91.3% | $2,755-84.4% |
| Participant deferral / active EE | $3,041 | $6,644-54.2% | $8,070-62.3% | $4,296-29.2% |
| Admin fee / account holder | $123 | $7,941-98.5% | $12,998-99.1% | $6,918-98.2% |