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 10-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 | $23,379 | $81,632-71.4% | $70,449-66.8% | $158,922-85.3% |
| Participation rate | 12.5% | 77.7%-65.2pp | 75.1%-62.6pp | 82.0%-69.5pp |
| Annual return | 15.69% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $921 | $4,554-79.8% | $3,709-75.2% | $5,982-84.6% |
| Admin fee / account holder | $85 | $6,193-98.6% | $3,845-97.8% | $11,246-99.2% |