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.
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 | $11,083 | $77,503-85.7% | $100,391-89.0% | $80,856-86.3% |
| Participation rate | 52.3% | 76.9%-24.7pp | 81.5%-29.2pp | 67.6%-15.4pp |
| Annual return | 12.75% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,484 | $6,820-78.2% | $8,082-81.6% | $4,296-65.4% |
| Admin fee / account holder | $289 | $5,897-95.1% | $7,899-96.3% | $6,918-95.8% |