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 | $62,710 | $81,208-22.8% | $98,907-36.6% | $79,858-21.5% |
| Participation rate | 40.7% | 72.5%-31.8pp | 76.0%-35.3pp | 69.6%-28.9pp |
| Annual return | 10.74% | 60.99%-50.3pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $447 | $1,960-77.2% | $2,689-83.4% | $2,471-81.9% |
| Participant deferral / active EE | $1,218 | $3,265-62.7% | $4,244-71.3% | $3,740-67.4% |
| Admin fee / account holder | $186 | $6,013-96.9% | $6,642-97.2% | $5,306-96.5% |