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 | $15,075 | $217,402-93.1% | $185,823-91.9% | $167,490-91.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.43% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $382 | $5,873-93.5% | $5,167-92.6% | $4,837-92.1% |
| Participant deferral / active EE | $3,532 | $6,356-44.4% | $5,568-36.6% | $6,341-44.3% |
| Admin fee / account holder | $231 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |