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 7-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 | $7,250 | $91,190-92.0% | $178,490-95.9% | $79,858-90.9% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.2pp | 69.6%-31.9pp |
| Annual return | 49.05% | 24.19%+24.9pp | 151.07%-102.0pp | 31.71%+17.3pp |
| Employer contribution / active EE | $234 | $3,256-92.8% | $5,011-95.3% | $2,471-90.5% |
| Participant deferral / active EE | $1,346 | $3,236-58.4% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $161 | $6,751-97.6% | $13,984-98.8% | $5,306-97.0% |