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.
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 | $9,963 | $116,175-91.4% | $93,606-89.4% | $152,861-93.5% |
| Participation rate | 55.6% | 78.0%-22.5pp | 75.8%-20.3pp | 82.4%-26.9pp |
| Annual return | 35.80% | 35.96%-0.2pp | 32.76%+3.0pp | 345.32%-309.5pp |
| Employer contribution / active EE | $314 | $3,218-90.2% | $2,718-88.4% | $4,762-93.4% |
| Participant deferral / active EE | $3,421 | $4,603-25.7% | $4,069-15.9% | $5,850-41.5% |
| Admin fee / account holder | $28 | $10,748-99.7% | $7,888-99.6% | $11,596-99.8% |