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 | $44,084 | $110,257-60.0% | $96,544-54.3% | $139,434-68.4% |
| Participation rate | 26.3% | 78.1%-51.8pp | 76.0%-49.6pp | 80.3%-54.0pp |
| Annual return | 21.71% | 26.32%-4.6pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $751 | $3,620-79.3% | $2,965-74.7% | $4,751-84.2% |
| Participant deferral / active EE | $3,220 | $5,548-42.0% | $4,851-33.6% | $6,710-52.0% |
| Admin fee / account holder | $99 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |