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 | $1,349 | $46,553-97.1% | $64,056-97.9% | $75,163-98.2% |
| Participation rate | 54.8% | 65.9%-11.1pp | 72.3%-17.5pp | 67.2%-12.4pp |
| Annual return | 21.87% | 26.03%-4.2pp | 33.69%-11.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $555 | $2,837-80.4% | $3,880-85.7% | $4,125-86.5% |
| Admin fee / account holder | $111 | $2,952-96.2% | $3,068-96.4% | $5,651-98.0% |