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 3-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 | $4,661 | $22,587-79.4% | $65,255-92.9% | $75,163-93.8% |
| Participation rate | 18.6% | 63.1%-44.5pp | 65.0%-46.4pp | 67.2%-48.6pp |
| Annual return | 35.94% | 71.03%-35.1pp | 47.35%-11.4pp | 160.62%-124.7pp |
| Employer contribution / active EE | $426 | $941-54.7% | $1,691-74.8% | $2,670-84.0% |
| Participant deferral / active EE | $539 | $1,695-68.2% | $2,831-81.0% | $4,125-86.9% |
| Admin fee / account holder | $127 | $1,876-93.2% | $4,112-96.9% | $5,651-97.7% |