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 10-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 | $8,689 | $59,839-85.5% | $81,983-89.4% | $79,858-89.1% |
| Participation rate | 51.9% | 61.6%-9.8pp | 69.2%-17.4pp | 69.6%-17.8pp |
| Annual return | 41.15% | 17.56%+23.6pp | 41.31%-0.2pp | 31.71%+9.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $2,695-46.1% | $3,722-61.0% | $3,740-61.2% |
| Admin fee / account holder | $207 | $4,287-95.2% | $5,664-96.4% | $5,306-96.1% |