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 7-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 | $35,742 | $183,519-80.5% | $155,509-77.0% | $145,922-75.5% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.5pp | 80.3%-53.6pp |
| Annual return | 11.76% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $638 | $5,313-88.0% | $4,672-86.3% | $4,660-86.3% |
| Participant deferral / active EE | $2,191 | $6,462-66.1% | $5,626-61.1% | $6,688-67.2% |
| Admin fee / account holder | $180 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |