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 | $37,921 | $49,177-22.9% | $79,464-52.3% | $64,186-40.9% |
| Participation rate | 29.0% | 65.0%-36.0pp | 73.3%-44.3pp | 69.6%-40.5pp |
| Annual return | -6.86% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,105 | $2,821-25.4% | $3,704-43.2% | $3,470-39.3% |
| Admin fee / account holder | $73 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |