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 5-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 | $49,092 | $109,881-55.3% | $150,045-67.3% | $84,808-42.1% |
| Participation rate | 48.1% | 76.1%-27.9pp | 82.3%-34.2pp | 68.3%-20.2pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,560 | $6,636-61.4% | $7,997-68.0% | $4,212-39.2% |
| Admin fee / account holder | $255 | $8,568-97.0% | $13,435-98.1% | $7,344-96.5% |