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 | $15,778 | $97,744-83.9% | $103,476-84.8% | $145,922-89.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 13.13% | 25.41%-12.3pp | 23.90%-10.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,003 | $4,677-78.5% | $4,672-78.5% | $4,660-78.5% |
| Participant deferral / active EE | $1,804 | $6,603-72.7% | $6,623-72.8% | $6,688-73.0% |
| Admin fee / account holder | $68 | $12,515-99.5% | $9,413-99.3% | $13,397-99.5% |