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 | $855 | $51,175-98.3% | $70,515-98.8% | $75,163-98.9% |
| Participation rate | 42.1% | 60.9%-18.8pp | 68.3%-26.2pp | 67.2%-25.1pp |
| Annual return | 59.34% | 30.02%+29.3pp | 32.77%+26.6pp | 160.62%-101.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $359 | $2,849-87.4% | $4,567-92.1% | $4,125-91.3% |
| Admin fee / account holder | $35 | $4,091-99.1% | $6,412-99.4% | $5,651-99.4% |