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.
Participant 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 | $33,411 | $74,927-55.4% | $101,794-67.2% | $84,808-60.6% |
| Participation rate | 62.0% | 61.4%+0.6pp | 69.2%-7.2pp | 68.3%-6.3pp |
| Annual return | 15.21% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $467 | $1,522-69.3% | $2,289-79.6% | $2,631-82.3% |
| Participant deferral / active EE | $775 | $3,099-75.0% | $4,084-81.0% | $4,212-81.6% |
| Admin fee / account holder | $83 | $6,514-98.7% | $8,777-99.1% | $7,344-98.9% |