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 | $104,466 | $124,319-16.0% | $111,297-6.1% | $167,490-37.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,210 | $3,435-64.8% | $2,731-55.7% | $4,837-75.0% |
| Participant deferral / active EE | $1,383 | $5,180-73.3% | $4,487-69.2% | $6,341-78.2% |
| Admin fee / account holder | $60 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |