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 | $96,645 | $126,574-23.6% | $106,213-9.0% | $145,922-33.8% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 26.67% | 224.79%-198.1pp | 116.14%-89.5pp | 561.29%-534.6pp |
| Employer contribution / active EE | $558 | $3,730-85.0% | $3,171-82.4% | $4,660-88.0% |
| Participant deferral / active EE | $1,959 | $5,724-65.8% | $5,016-60.9% | $6,688-70.7% |
| Admin fee / account holder | $205 | $17,304-98.8% | $11,033-98.1% | $13,397-98.5% |