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 6-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 | $4,167 | $115,882-96.4% | $100,516-95.9% | $158,922-97.4% |
| Participation rate | 47.6% | 81.6%-34.0pp | 79.4%-31.8pp | 82.0%-34.3pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $770 | $4,103-81.2% | $3,418-77.5% | $4,761-83.8% |
| Participant deferral / active EE | $954 | $6,674-85.7% | $6,270-84.8% | $5,982-84.1% |
| Admin fee / account holder | $84 | $10,995-99.2% | $8,081-99.0% | $11,246-99.3% |