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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,970 | $48,750-96.0% | $88,946-97.8% | $74,304-97.3% |
| Participation rate | 49.1% | 44.5%+4.7pp | 68.8%-19.7pp | 60.3%-11.2pp |
| Annual return | 19.27% | 25.91%-6.6pp | 57.82%-38.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $234 | $2,423-90.4% | $4,581-94.9% | $3,767-93.8% |
| Admin fee / account holder | $78 | $3,756-97.9% | $8,261-99.1% | $2,969-97.4% |