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 | $107,539 | $99,079+8.5% | $77,999+37.9% | $273,961-60.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 7.23% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,978 | $4,306-30.9% | $3,497-14.9% | $5,287-43.7% |
| Admin fee / account holder | $120 | $8,954-98.7% | $5,480-97.8% | $10,132-98.8% |