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 | $32,519 | $89,753-63.8% | $107,525-69.8% | $84,808-61.7% |
| Participation rate | 21.4% | 68.1%-46.6pp | 75.1%-53.6pp | 68.3%-46.9pp |
| Annual return | 21.44% | 29.48%-8.0pp | 181.32%-159.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $841 | $3,113-73.0% | $3,754-77.6% | $2,631-68.0% |
| Participant deferral / active EE | $1,230 | $4,056-69.7% | $5,116-75.9% | $4,212-70.8% |
| Admin fee / account holder | $40 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |