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.
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 | $8,821 | $59,101-85.1% | $77,163-88.6% | $75,163-88.3% |
| Participation rate | 7.3% | 63.9%-56.5pp | 69.6%-62.3pp | 67.2%-59.9pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $628 | $2,999-79.1% | $3,833-83.6% | $4,125-84.8% |
| Admin fee / account holder | $2 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |