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 3-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 | $2,686 | $70,756-96.2% | $65,493-95.9% | $142,382-98.1% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | 19.87% | 1754.89%-1735.0pp | 982.45%-962.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $737 | $4,637-84.1% | $3,961-81.4% | $6,507-88.7% |
| Admin fee / account holder | $80 | $6,559-98.8% | $5,028-98.4% | $12,624-99.4% |