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 | $30,881 | $69,977-55.9% | $108,579-71.6% | $62,891-50.9% |
| Participation rate | 29.2% | 72.9%-43.7pp | 79.6%-50.4pp | 69.3%-40.1pp |
| Annual return | 56.86% | 10.73%+46.1pp | -51.70%+108.6pp | 20.14%+36.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $640 | $3,165-79.8% | $4,311-85.2% | $3,203-80.0% |
| Admin fee / account holder | $77 | $5,076-98.5% | $7,645-99.0% | $4,296-98.2% |