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 | $5,358 | $73,004-92.7% | $90,749-94.1% | $68,494-92.2% |
| Participation rate | 20.0% | 70.8%-50.8pp | 75.7%-55.7pp | 67.9%-47.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $524 | $2,193-76.1% | $2,921-82.1% | $2,596-79.8% |
| Participant deferral / active EE | $769 | $3,627-78.8% | $4,564-83.1% | $4,027-80.9% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |