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 | $21,229 | $162,781-87.0% | $133,956-84.2% | $158,922-86.6% |
| Participation rate | 47.8% | 83.2%-35.4pp | 79.8%-32.0pp | 82.0%-34.1pp |
| Annual return | 26.01% | 41.94%-15.9pp | 45.09%-19.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $748 | $4,975-85.0% | $3,919-80.9% | $4,761-84.3% |
| Participant deferral / active EE | $2,411 | $5,911-59.2% | $5,048-52.2% | $5,982-59.7% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |