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 5-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 | $29,776 | $100,754-70.4% | $86,677-65.6% | $134,475-77.9% |
| Participation rate | 19.0% | 78.9%-59.9pp | 76.6%-57.5pp | 81.2%-62.2pp |
| Annual return | 153.03% | 29.04%+124.0pp | 35.91%+117.1pp | 417.96%-264.9pp |
| Employer contribution / active EE | $571 | $3,489-83.6% | $2,836-79.9% | $4,740-88.0% |
| Participant deferral / active EE | $2,329 | $5,338-56.4% | $4,656-50.0% | $6,400-63.6% |
| Admin fee / account holder | $73 | $10,926-99.3% | $7,493-99.0% | $11,426-99.4% |