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 | $19,048 | $42,383-55.1% | $76,523-75.1% | $64,186-70.3% |
| Participation rate | 39.5% | 58.1%-18.6pp | 68.0%-28.5pp | 69.6%-30.0pp |
| Annual return | -6.45% | -16.54%+10.1pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $590 | $2,566-77.0% | $3,835-84.6% | $3,470-83.0% |
| Admin fee / account holder | $162 | $3,198-94.9% | $4,848-96.7% | $4,888-96.7% |