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 9-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 | $3,919 | $102,966-96.2% | $90,281-95.7% | $152,861-97.4% |
| Participation rate | 14.3% | 75.9%-61.6pp | 73.3%-59.0pp | 82.4%-68.2pp |
| Annual return | 39.04% | 95.16%-56.1pp | 78.10%-39.1pp | 345.32%-306.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $436 | $4,281-89.8% | $3,885-88.8% | $5,850-92.5% |
| Admin fee / account holder | $12 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |