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 | $88,139 | $131,829-33.1% | $108,579-18.8% | $273,961-67.8% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 4.92% | -91.57%+96.5pp | -51.70%+56.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $811 | $4,912-83.5% | $3,758-78.4% | $4,869-83.4% |
| Participant deferral / active EE | $1,653 | $5,127-67.8% | $4,311-61.6% | $5,287-68.7% |
| Admin fee / account holder | $17 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |