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 6-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 | $18,959 | $81,248-76.7% | $155,509-87.8% | $80,856-76.6% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.6%-37.2pp |
| Annual return | 11.22% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $259 | $3,100-91.7% | $4,672-94.5% | $2,755-90.6% |
| Participant deferral / active EE | $1,279 | $3,452-62.9% | $5,626-77.3% | $4,296-70.2% |
| Admin fee / account holder | $154 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |