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 9-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 | $29,620 | $106,584-72.2% | $101,326-70.8% | $142,382-79.2% |
| Participation rate | 54.5% | 82.7%-28.1pp | 81.5%-27.0pp | 80.1%-25.6pp |
| Annual return | 16.24% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,274 | $3,956-67.8% | $3,665-65.2% | $4,299-70.4% |
| Participant deferral / active EE | $1,592 | $8,297-80.8% | $7,994-80.1% | $6,507-75.5% |
| Admin fee / account holder | $99 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |