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 | $88,696 | $150,440-41.0% | $136,294-34.9% | $147,584-39.9% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 14.75% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $692 | $5,256-86.8% | $4,695-85.3% | $4,876-85.8% |
| Participant deferral / active EE | $4,320 | $6,630-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $275 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |