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 | $5,398 | $85,022-93.7% | $70,515-92.3% | $139,434-96.1% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 85.07% | 30.38%+54.7pp | 32.77%+52.3pp | 372.94%-287.9pp |
| Employer contribution / active EE | $892 | $3,909-77.2% | $2,973-70.0% | $4,751-81.2% |
| Participant deferral / active EE | $892 | $5,890-84.9% | $4,567-80.5% | $6,710-86.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |