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 | $18,686 | $95,803-80.5% | $113,168-83.5% | $84,808-78.0% |
| Participation rate | 13.0% | 72.9%-59.8pp | 76.6%-63.5pp | 68.3%-55.3pp |
| Annual return | 13.51% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $216 | $4,242-94.9% | $5,107-95.8% | $4,212-94.9% |
| Admin fee / account holder | $290 | $8,989-96.8% | $12,068-97.6% | $7,344-96.0% |