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 | $72,335 | $74,927-3.5% | $101,794-28.9% | $84,808-14.7% |
| Participation rate | 42.9% | 61.4%-18.5pp | 69.2%-26.3pp | 68.3%-25.5pp |
| Annual return | 22.72% | 18.70%+4.0pp | 30.53%-7.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $188 | $1,522-87.7% | $2,289-91.8% | $2,631-92.9% |
| Participant deferral / active EE | $1,624 | $3,099-47.6% | $4,084-60.2% | $4,212-61.4% |
| Admin fee / account holder | $172 | $6,514-97.4% | $8,777-98.0% | $7,344-97.7% |