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 9-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 | $81,623 | $78,926+3.4% | $136,749-40.3% | $84,808-3.8% |
| Participation rate | 10.0% | 62.2%-52.2pp | 72.1%-62.1pp | 68.3%-58.3pp |
| Annual return | 15.87% | 18.17%-2.3pp | 24.33%-8.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $180 | $2,134-91.6% | $3,400-94.7% | $2,631-93.2% |
| Participant deferral / active EE | $1,115 | $3,168-64.8% | $4,692-76.2% | $4,212-73.5% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |