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.
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 | $12,589 | $59,805-78.9% | $79,550-84.2% | $68,494-81.6% |
| Participation rate | 59.4% | 61.1%-1.6pp | 69.5%-10.1pp | 67.9%-8.5pp |
| Annual return | -12.15% | -12.30%+0.1pp | 0.16%-12.3pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,926 | $3,024-3.3% | $3,985-26.6% | $4,027-27.3% |
| Admin fee / account holder | $169 | $4,835-96.5% | $6,832-97.5% | $5,403-96.9% |