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 10-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.
Employer 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 | $12,614 | $104,251-87.9% | $91,001-86.1% | $147,584-91.5% |
| Participation rate | 45.8% | 78.2%-32.4pp | 75.6%-29.8pp | 82.8%-37.0pp |
| Annual return | 30.78% | 27.06%+3.7pp | 4.60%+26.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $191 | $3,116-93.9% | $2,456-92.2% | $4,876-96.1% |
| Participant deferral / active EE | $1,338 | $4,195-68.1% | $3,547-62.3% | $5,439-75.4% |
| Admin fee / account holder | $27 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |