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 | $36,680 | $72,277-49.3% | $101,248-63.8% | $79,858-54.1% |
| Participation rate | 64.2% | 68.5%-4.3pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 14.01% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $377 | $2,692-86.0% | $3,660-89.7% | $2,471-84.7% |
| Participant deferral / active EE | $1,954 | $3,282-40.5% | $4,370-55.3% | $3,740-47.8% |
| Admin fee / account holder | $288 | $4,400-93.5% | $5,945-95.2% | $5,306-94.6% |