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 | $1,273 | $86,944-98.5% | $107,525-98.8% | $74,304-98.3% |
| Participation rate | 33.6% | 59.6%-26.0pp | 75.1%-41.5pp | 60.3%-26.8pp |
| Annual return | 14.11% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $231 | $3,554-93.5% | $5,116-95.5% | $3,767-93.9% |
| Admin fee / account holder | $247 | $3,727-93.4% | $8,919-97.2% | $2,969-91.7% |