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.
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 | $13,367 | $43,423-69.2% | $78,689-83.0% | $55,167-75.8% |
| Participation rate | 16.5% | 68.0%-51.5pp | 73.6%-57.1pp | 69.0%-52.5pp |
| Annual return | 12.75% | 11.53%+1.2pp | 62.18%-49.4pp | 169.23%-156.5pp |
| Employer contribution / active EE | $375 | $1,997-81.2% | $2,851-86.8% | $1,963-80.9% |
| Participant deferral / active EE | $564 | $2,509-77.5% | $3,517-84.0% | $3,054-81.5% |
| Admin fee / account holder | $6 | $416-98.5% | $4,510-99.9% | $504-98.8% |