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 8-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 | $18,381 | $197,591-90.7% | $177,821-89.7% | $158,922-88.4% |
| Participation rate | 23.8% | 88.5%-64.7pp | 87.7%-63.9pp | 82.0%-58.1pp |
| Annual return | 57.29% | 58.76%-1.5pp | 48.32%+9.0pp | 302.83%-245.5pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,369 | $8,405-71.8% | $7,714-69.3% | $5,982-60.4% |
| Admin fee / account holder | $50 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |