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.
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 | $6,385 | $78,694-91.9% | $67,652-90.6% | $125,391-94.9% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -2.50% | 9.46%-12.0pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $192 | $3,044-93.7% | $2,266-91.5% | $4,866-96.1% |
| Participant deferral / active EE | $1,274 | $4,292-70.3% | $3,560-64.2% | $5,352-76.2% |
| Admin fee / account holder | $89 | $7,403-98.8% | $4,821-98.2% | $9,540-99.1% |