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 9-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 | $18,610 | $53,127-65.0% | $86,590-78.5% | $70,131-73.5% |
| Participation rate | 34.1% | 65.3%-31.2pp | 73.5%-39.5pp | 69.5%-35.5pp |
| Annual return | 2494.79% | 27.66%+2467.1pp | 964.84%+1529.9pp | 73.14%+2421.6pp |
| Employer contribution / active EE | $301 | $2,068-85.5% | $2,839-89.4% | $2,342-87.2% |
| Participant deferral / active EE | $488 | $2,696-81.9% | $3,609-86.5% | $3,332-85.4% |
| Admin fee / account holder | $133 | $3,585-96.3% | $4,906-97.3% | $4,645-97.1% |