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 | $35,344 | $93,571-62.2% | $135,903-74.0% | $75,163-53.0% |
| Participation rate | 45.5% | 75.2%-29.7pp | 81.9%-36.5pp | 67.2%-21.7pp |
| Annual return | 17.91% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $999 | $3,537-71.7% | $4,856-79.4% | $2,670-62.6% |
| Participant deferral / active EE | $1,558 | $6,404-75.7% | $7,758-79.9% | $4,125-62.2% |
| Admin fee / account holder | $253 | $6,975-96.4% | $10,762-97.7% | $5,651-95.5% |