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.
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 | $3,931 | $115,770-96.6% | $101,248-96.1% | $158,922-97.5% |
| Participation rate | 27.3% | 79.4%-52.1pp | 75.8%-48.5pp | 82.0%-54.7pp |
| Annual return | 1292.73% | 56.14%+1236.6pp | 46.47%+1246.3pp | 302.83%+989.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $236 | $4,957-95.2% | $4,370-94.6% | $5,982-96.1% |
| Admin fee / account holder | $11 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |