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 | $20,506 | $27,641-25.8% | $61,373-66.6% | $68,494-70.1% |
| Participation rate | 41.7% | 39.5%+2.2pp | 52.6%-10.9pp | 67.9%-26.2pp |
| Annual return | -16.64% | -13.24%-3.4pp | 338.61%-355.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $610 | $1,263-51.7% | $2,125-71.3% | $4,027-84.9% |
| Admin fee / account holder | $198 | $2,010-90.2% | $2,130-90.7% | $5,403-96.3% |