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 | $1,794 | $98,727-98.2% | $113,168-98.4% | $85,563-97.9% |
| Participation rate | 18.2% | 80.8%-62.7pp | 76.6%-58.4pp | 66.0%-47.8pp |
| Annual return | 19.64% | 17.43%+2.2pp | 24.27%-4.6pp | 31.51%-11.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $99 | $5,424-98.2% | $5,107-98.1% | $4,375-97.7% |
| Admin fee / account holder | $4 | $357-98.8% | $12,068-100.0% | $834-99.5% |