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 | $18,620 | $102,317-81.8% | $146,958-87.3% | $80,856-77.0% |
| Participation rate | 24.1% | 75.8%-51.7pp | 82.2%-58.0pp | 67.6%-43.5pp |
| Annual return | 20.19% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $989 | $3,713-73.4% | $4,933-79.9% | $2,755-64.1% |
| Participant deferral / active EE | $1,447 | $6,644-78.2% | $8,070-82.1% | $4,296-66.3% |
| Admin fee / account holder | $33 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |