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 8-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 | $16,749 | $62,327-73.1% | $120,354-86.1% | $74,495-77.5% |
| Participation rate | 26.2% | 56.8%-30.6pp | 71.9%-45.7pp | 67.2%-41.0pp |
| Annual return | 13.78% | 18.61%-4.8pp | 107.15%-93.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $664 | $1,843-64.0% | $3,463-80.8% | $2,623-74.7% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $110 | $2,396-95.4% | $9,423-98.8% | $1,942-94.3% |