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 | $1,591 | $29,660-94.6% | $56,411-97.2% | $80,856-98.0% |
| Participation rate | 45.8% | 41.6%+4.2pp | 52.5%-6.6pp | 67.6%-21.8pp |
| Annual return | 14.41% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $157 | $669-76.6% | $1,039-84.9% | $2,755-94.3% |
| Participant deferral / active EE | $183 | $1,226-85.1% | $1,952-90.6% | $4,296-95.7% |
| Admin fee / account holder | $170 | $2,428-93.0% | $2,829-94.0% | $6,918-97.5% |