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 | $58,286 | $110,257-47.1% | $96,544-39.6% | $139,434-58.2% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 15.00% | 26.32%-11.3pp | 25.84%-10.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $846 | $3,620-76.6% | $2,965-71.5% | $4,751-82.2% |
| Participant deferral / active EE | $1,666 | $5,548-70.0% | $4,851-65.7% | $6,710-75.2% |
| Admin fee / account holder | $1 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |