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 | $37,633 | $63,355-40.6% | $91,989-59.1% | $72,985-48.4% |
| Participation rate | 15.4% | 72.5%-57.1pp | 78.6%-63.2pp | 69.5%-54.1pp |
| Annual return | 22.07% | 35.35%-13.3pp | 69.02%-47.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $435 | $2,116-79.4% | $3,452-87.4% | $2,440-82.2% |
| Participant deferral / active EE | $1,008 | $4,883-79.4% | $5,923-83.0% | $3,607-72.1% |
| Admin fee / account holder | $276 | $4,668-94.1% | $7,743-96.4% | $5,124-94.6% |