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 | $888 | $27,915-96.8% | $58,482-98.5% | $75,163-98.8% |
| Participation rate | 36.0% | 38.8%-2.8pp | 50.9%-14.8pp | 67.2%-31.1pp |
| Annual return | 21.74% | 44.20%-22.5pp | 4239.32%-4217.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $97 | $669-85.5% | $1,053-90.8% | $2,670-96.4% |
| Participant deferral / active EE | $98 | $1,201-91.9% | $1,924-94.9% | $4,125-97.6% |
| Admin fee / account holder | $69 | $1,726-96.0% | $2,516-97.3% | $5,651-98.8% |