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 | $66,797 | $124,319-46.3% | $111,297-40.0% | $167,490-60.1% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 14.25% | 37.44%-23.2pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $456 | $3,435-86.7% | $2,731-83.3% | $4,837-90.6% |
| Participant deferral / active EE | $2,020 | $5,180-61.0% | $4,487-55.0% | $6,341-68.2% |
| Admin fee / account holder | $42 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |