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 4-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 | $18,945 | $87,013-78.2% | $106,213-82.2% | $80,856-76.6% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.3%-18.9pp | 67.6%-11.2pp |
| Annual return | 15.78% | 17.05%-1.3pp | 116.14%-100.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $594 | $2,395-75.2% | $3,171-81.3% | $2,755-78.4% |
| Participant deferral / active EE | $1,913 | $3,986-52.0% | $5,016-61.9% | $4,296-55.5% |
| Admin fee / account holder | $280 | $8,431-96.7% | $11,033-97.5% | $6,918-96.0% |