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 | $63,050 | $91,538-31.1% | $129,995-51.5% | $75,163-16.1% |
| Participation rate | 16.7% | 71.4%-54.8pp | 78.5%-61.8pp | 67.2%-50.5pp |
| Annual return | 13.31% | -631.11%+644.4pp | -137.18%+150.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,741 | $4,341-59.9% | $5,820-70.1% | $4,125-57.8% |
| Admin fee / account holder | $157 | $6,790-97.7% | $10,614-98.5% | $5,651-97.2% |