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 | $6,074 | $64,480-90.6% | $81,382-92.5% | $80,856-92.5% |
| Participation rate | 56.5% | 63.9%-7.3pp | 69.5%-13.0pp | 67.6%-11.1pp |
| Annual return | 10.57% | 16.34%-5.8pp | 24.73%-14.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $634 | $3,094-79.5% | $3,883-83.7% | $4,296-85.2% |
| Admin fee / account holder | $66 | $5,671-98.8% | $5,768-98.8% | $6,918-99.0% |