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 7-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 | $3,450 | $63,764-94.6% | $81,930-95.8% | $79,858-95.7% |
| Participation rate | 53.8% | 67.5%-13.7pp | 72.0%-18.1pp | 69.6%-15.8pp |
| Annual return | 63.44% | 22.66%+40.8pp | 29.49%+34.0pp | 31.71%+31.7pp |
| Employer contribution / active EE | $297 | $1,795-83.5% | $4,310-93.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,305 | $2,780-53.1% | $7,107-81.6% | $3,740-65.1% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |