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 9-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 | $19,285 | $157,256-87.7% | $141,162-86.3% | $152,861-87.4% |
| Participation rate | 13.3% | 84.8%-71.5pp | 82.5%-69.1pp | 82.4%-69.1pp |
| Annual return | 27.30% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,177 | $7,109-83.4% | $6,709-82.5% | $5,850-79.9% |
| Admin fee / account holder | $66 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |