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 5-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 | $16,679 | $238,490-93.0% | $180,183-90.7% | $142,382-88.3% |
| Participation rate | 25.0% | 82.3%-57.3pp | 77.4%-52.4pp | 80.1%-55.1pp |
| Annual return | 22.12% | 33.56%-11.4pp | 27.86%-5.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $699 | $6,143-88.6% | $5,039-86.1% | $4,299-83.7% |
| Participant deferral / active EE | $2,526 | $7,996-68.4% | $6,822-63.0% | $6,507-61.2% |
| Admin fee / account holder | $115 | $28,866-99.6% | $19,975-99.4% | $12,624-99.1% |