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 4-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 | $12,909 | $83,902-84.6% | $167,512-92.3% | $84,808-84.8% |
| Participation rate | 22.5% | 66.5%-44.0pp | 77.1%-54.6pp | 68.3%-45.8pp |
| Annual return | 22.78% | 91.55%-68.8pp | 1615.79%-1593.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,096 | $4,442-75.3% | $6,405-82.9% | $4,212-74.0% |
| Admin fee / account holder | $76 | $7,915-99.0% | $9,769-99.2% | $7,344-99.0% |