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 8-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 | $20,700 | $226,064-90.8% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.4%-57.4pp |
| Annual return | 291.13% | 192.51%+98.6pp | 148.54%+142.6pp | 345.32%-54.2pp |
| Employer contribution / active EE | $374 | $4,978-92.5% | $4,076-90.8% | $4,762-92.1% |
| Participant deferral / active EE | $3,717 | $6,368-41.6% | $5,524-32.7% | $5,850-36.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |