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 | $46,086 | $88,370-47.8% | $112,977-59.2% | $79,858-42.3% |
| Participation rate | 41.0% | 76.8%-35.8pp | 82.6%-41.5pp | 69.6%-28.6pp |
| Annual return | 17.45% | 23.16%-5.7pp | 24.24%-6.8pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,454 | $3,398-57.2% | $4,255-65.8% | $2,471-41.1% |
| Participant deferral / active EE | $1,242 | $4,536-72.6% | $5,836-78.7% | $3,740-66.8% |
| Admin fee / account holder | $10 | $5,750-99.8% | $6,294-99.8% | $5,306-99.8% |