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 | $24,492 | $106,584-77.0% | $101,326-75.8% | $142,382-82.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 20.77% | 36.93%-16.2pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $634 | $3,956-84.0% | $3,665-82.7% | $4,299-85.3% |
| Participant deferral / active EE | $1,814 | $8,297-78.1% | $7,994-77.3% | $6,507-72.1% |
| Admin fee / account holder | $52 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |