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 | $199,617 | $107,334+86.0% | $92,893+114.9% | $152,861+30.6% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.4%-23.4pp |
| Annual return | 19.92% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $286 | $4,221-93.2% | $3,653-92.2% | $4,762-94.0% |
| Participant deferral / active EE | $4,569 | $4,845-5.7% | $4,236+7.9% | $5,850-21.9% |
| Admin fee / account holder | $164 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |