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 | $59,032 | $66,402-11.1% | $109,895-46.3% | $85,850-31.2% |
| Participation rate | 65.4% | 63.9%+1.5pp | 74.2%-8.8pp | 69.3%-3.9pp |
| Annual return | 16.49% | 19.59%-3.1pp | 29.45%-13.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $262 | $1,687-84.5% | $2,842-90.8% | $2,565-89.8% |
| Participant deferral / active EE | $2,950 | $2,842+3.8% | $4,048-27.1% | $3,952-25.3% |
| Admin fee / account holder | $13 | $4,557-99.7% | $6,066-99.8% | $6,260-99.8% |