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 9-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 | $26,117 | $162,781-84.0% | $133,956-80.5% | $158,922-83.6% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 16.99% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $903 | $4,975-81.9% | $3,919-77.0% | $4,761-81.0% |
| Participant deferral / active EE | $2,532 | $5,911-57.2% | $5,048-49.8% | $5,982-57.7% |
| Admin fee / account holder | $235 | $11,736-98.0% | $8,927-97.4% | $11,246-97.9% |