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 | $33,783 | $98,240-65.6% | $82,313-59.0% | $147,584-77.1% |
| Participation rate | 40.9% | 79.7%-38.8pp | 76.9%-36.0pp | 82.8%-41.9pp |
| Annual return | 13.77% | 30.85%-17.1pp | 25.88%-12.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $292 | $3,192-90.8% | $2,428-88.0% | $4,876-94.0% |
| Participant deferral / active EE | $1,994 | $4,383-54.5% | $3,706-46.2% | $5,439-63.3% |
| Admin fee / account holder | $102 | $8,563-98.8% | $5,608-98.2% | $10,885-99.1% |