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 4-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 | $52,924 | $81,460-35.0% | $103,333-48.8% | $80,856-34.5% |
| Participation rate | 16.0% | 66.8%-50.8pp | 74.5%-58.5pp | 67.6%-51.6pp |
| Annual return | 10.93% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $427 | $3,105-86.3% | $3,868-89.0% | $2,755-84.5% |
| Participant deferral / active EE | $1,664 | $3,869-57.0% | $5,057-67.1% | $4,296-61.3% |
| Admin fee / account holder | $279 | $6,566-95.8% | $8,355-96.7% | $6,918-96.0% |