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 | $17,621 | $96,484-81.7% | $156,263-88.7% | $74,304-76.3% |
| Participation rate | 5.1% | 67.7%-62.6pp | 78.9%-73.8pp | 60.3%-55.3pp |
| Annual return | 18.10% | 17.73%+0.4pp | 59.47%-41.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $117 | $4,286-97.3% | $6,158-98.1% | $3,767-96.9% |
| Admin fee / account holder | $66 | $3,728-98.2% | $14,255-99.5% | $2,969-97.8% |