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 | $26,442 | $165,335-84.0% | $149,696-82.3% | $158,922-83.4% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.8pp |
| Annual return | 21.14% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,346 | $5,103-73.6% | $4,644-71.0% | $4,761-71.7% |
| Participant deferral / active EE | $1,991 | $7,181-72.3% | $6,842-70.9% | $5,982-66.7% |
| Admin fee / account holder | $65 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |