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 | $9,811 | $107,334-90.9% | $92,893-89.4% | $152,861-93.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 28.16% | 145.58%-117.4pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $699 | $4,221-83.4% | $3,653-80.9% | $4,762-85.3% |
| Participant deferral / active EE | $1,555 | $4,845-67.9% | $4,236-63.3% | $5,850-73.4% |
| Admin fee / account holder | $118 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |