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 7-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 | $69,521 | $111,724-37.8% | $93,606-25.7% | $145,922-52.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 26.92% | 202.98%-176.1pp | 133.20%-106.3pp | 561.29%-534.4pp |
| Employer contribution / active EE | $358 | $3,090-88.4% | $2,420-85.2% | $4,660-92.3% |
| Participant deferral / active EE | $2,634 | $4,912-46.4% | $4,411-40.3% | $6,688-60.6% |
| Admin fee / account holder | $30 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |