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 7-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 | $34,466 | $49,138-29.9% | $84,015-59.0% | $65,185-47.1% |
| Participation rate | 16.0% | 60.7%-44.7pp | 69.0%-53.0pp | 70.2%-54.2pp |
| Annual return | 17.82% | 23.00%-5.2pp | 71.31%-53.5pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $954 | $2,397-60.2% | $3,239-70.6% | $3,514-72.9% |
| Admin fee / account holder | $64 | $543-88.2% | $6,101-98.9% | $847-92.4% |