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 8-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 | $10,021 | $63,861-84.3% | $104,607-90.4% | $79,858-87.5% |
| Participation rate | 22.6% | 64.9%-42.3pp | 74.1%-51.5pp | 69.6%-47.1pp |
| Annual return | 34.14% | 21.30%+12.8pp | 340.46%-306.3pp | 31.71%+2.4pp |
| Employer contribution / active EE | $122 | $1,588-92.3% | $2,681-95.5% | $2,471-95.1% |
| Participant deferral / active EE | $1,059 | $2,693-60.7% | $3,740-71.7% | $3,740-71.7% |
| Admin fee / account holder | $249 | $4,185-94.1% | $6,473-96.2% | $5,306-95.3% |