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 | $58,104 | $49,177+18.2% | $79,464-26.9% | $64,186-9.5% |
| Participation rate | 25.6% | 65.0%-39.4pp | 73.3%-47.8pp | 69.6%-44.0pp |
| Annual return | -8.06% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $360 | $2,076-82.7% | $2,800-87.2% | $2,381-84.9% |
| Participant deferral / active EE | $780 | $2,821-72.4% | $3,704-78.9% | $3,470-77.5% |
| Admin fee / account holder | $238 | $3,839-93.8% | $5,113-95.3% | $4,888-95.1% |