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.
Employer 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 | $10,660 | $93,571-88.6% | $135,903-92.2% | $75,163-85.8% |
| Participation rate | 38.2% | 75.2%-36.9pp | 81.9%-43.7pp | 67.2%-29.0pp |
| Annual return | 80.81% | 30.90%+49.9pp | 68.23%+12.6pp | 160.62%-79.8pp |
| Employer contribution / active EE | $324 | $3,537-90.8% | $4,856-93.3% | $2,670-87.9% |
| Participant deferral / active EE | $3,101 | $6,404-51.6% | $7,758-60.0% | $4,125-24.8% |
| Admin fee / account holder | $286 | $6,975-95.9% | $10,762-97.3% | $5,651-94.9% |