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 10-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 | $118,919 | $77,813+52.8% | $123,544-3.7% | $64,186+85.3% |
| Participation rate | 65.5% | 74.7%-9.2pp | 82.3%-16.8pp | 69.6%-4.1pp |
| Annual return | 14.27% | 12.48%+1.8pp | 119.20%-104.9pp | 7.63%+6.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,963 | $5,240+13.8% | $6,426-7.2% | $3,470+71.9% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,888-97.8% |