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 | $8,298 | $45,035-81.6% | $62,995-86.8% | $70,131-88.2% |
| Participation rate | 45.9% | 69.5%-23.6pp | 74.8%-28.9pp | 69.5%-23.6pp |
| Annual return | 16.42% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $172 | $2,051-91.6% | $2,759-93.8% | $2,342-92.6% |
| Participant deferral / active EE | $932 | $2,465-62.2% | $3,329-72.0% | $3,332-72.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |