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 | $6,358 | $31,310-79.7% | $53,898-88.2% | $74,304-91.4% |
| Participation rate | 5.8% | 30.7%-24.8pp | 55.0%-49.1pp | 60.3%-54.5pp |
| Annual return | 23.24% | 23.16%+0.1pp | 528.60%-505.4pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $78 | $934-91.6% | $1,826-95.7% | $3,767-97.9% |
| Admin fee / account holder | $11 | $2,175-99.5% | $2,491-99.6% | $2,969-99.6% |