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.
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 | $7,063 | $169,032-95.8% | $129,207-94.5% | $145,922-95.2% |
| Participation rate | 23.1% | 76.4%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 14.19% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $132 | $5,537-97.6% | $4,153-96.8% | $4,660-97.2% |
| Participant deferral / active EE | $408 | $4,987-91.8% | $4,168-90.2% | $6,688-93.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |