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 5-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 | $9,669 | $30,400-68.2% | $53,898-82.1% | $84,808-88.6% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 22.54% | 500.19%-477.6pp | 528.60%-506.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $60 | $603-90.1% | $932-93.6% | $2,631-97.7% |
| Participant deferral / active EE | $454 | $1,199-62.1% | $1,826-75.1% | $4,212-89.2% |
| Admin fee / account holder | $262 | $1,993-86.9% | $2,491-89.5% | $7,344-96.4% |