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 3-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 | $19,706 | $104,974-81.2% | $95,585-79.4% | $142,382-86.2% |
| Participation rate | 21.4% | 75.0%-53.5pp | 72.1%-50.6pp | 80.1%-58.7pp |
| Annual return | 36.91% | 210.33%-173.4pp | 38.56%-1.7pp | 217.08%-180.2pp |
| Employer contribution / active EE | $89 | $2,779-96.8% | $2,527-96.5% | $4,299-97.9% |
| Participant deferral / active EE | $1,757 | $4,352-59.6% | $4,023-56.3% | $6,507-73.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |