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 | $2,537 | $77,899-96.7% | $149,673-98.3% | $75,163-96.6% |
| Participation rate | 11.8% | 65.6%-53.8pp | 78.8%-67.0pp | 67.2%-55.4pp |
| Annual return | 34.38% | 31.72%+2.7pp | 134.42%-100.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $200 | $3,411-94.1% | $5,680-96.5% | $4,125-95.2% |
| Admin fee / account holder | $7 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |