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 | $33,512 | $65,365-48.7% | $92,893-63.9% | $72,985-54.1% |
| Participation rate | 47.5% | 68.3%-20.9pp | 76.0%-28.5pp | 69.5%-22.0pp |
| Annual return | 21.83% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $290 | $2,594-88.8% | $3,653-92.1% | $2,440-88.1% |
| Participant deferral / active EE | $1,782 | $3,128-43.0% | $4,236-57.9% | $3,607-50.6% |
| Admin fee / account holder | $219 | $4,251-94.9% | $5,794-96.2% | $5,124-95.7% |