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 | $29,707 | $85,766-65.4% | $136,294-78.2% | $70,131-57.6% |
| Participation rate | 63.4% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 16.87% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,015 | $2,966-65.8% | $4,695-78.4% | $2,342-56.7% |
| Participant deferral / active EE | $1,583 | $5,051-68.7% | $6,247-74.7% | $3,332-52.5% |
| Admin fee / account holder | $204 | $5,420-96.2% | $9,243-97.8% | $4,645-95.6% |