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 5-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 | $56,012 | $109,881-49.0% | $150,045-62.7% | $84,808-34.0% |
| Participation rate | 27.3% | 76.1%-48.8pp | 82.3%-55.0pp | 68.3%-41.0pp |
| Annual return | 52.14% | 28.25%+23.9pp | 62.55%-10.4pp | 40.90%+11.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,523 | $6,636-46.9% | $7,997-55.9% | $4,212-16.3% |
| Admin fee / account holder | $10 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |