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 | $83,848 | $181,894-53.9% | $156,549-46.4% | $273,961-69.4% |
| Participation rate | 18.2% | 88.4%-70.2pp | 84.0%-65.8pp | 83.0%-64.8pp |
| Annual return | 6.39% | 30.74%-24.4pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $862 | $6,248-86.2% | $5,501-84.3% | $4,869-82.3% |
| Participant deferral / active EE | $2,182 | $5,550-60.7% | $4,871-55.2% | $5,287-58.7% |
| Admin fee / account holder | $135 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |