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 | $124,216 | $91,538+35.7% | $129,995-4.4% | $75,163+65.3% |
| Participation rate | 34.7% | 71.4%-36.7pp | 78.5%-43.8pp | 67.2%-32.5pp |
| Annual return | 19.75% | -631.11%+650.9pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,699 | $4,341+8.3% | $5,820-19.3% | $4,125+13.9% |
| Admin fee / account holder | $28 | $6,790-99.6% | $10,614-99.7% | $5,651-99.5% |