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 | $50,858 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 21.40% | 331.75%-310.4pp | 263.57%-242.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $467 | $5,297-91.2% | $4,829-90.3% | $4,837-90.3% |
| Participant deferral / active EE | $3,014 | $7,750-61.1% | $7,352-59.0% | $6,341-52.5% |
| Admin fee / account holder | $138 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |