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 4-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 | $18,839 | $117,983-84.0% | $101,794-81.5% | $142,382-86.8% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.2%-37.9pp | 80.1%-48.9pp |
| Annual return | 18.94% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $694 | $2,773-75.0% | $2,289-69.7% | $4,299-83.9% |
| Participant deferral / active EE | $897 | $4,714-81.0% | $4,084-78.0% | $6,507-86.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |