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 | $21,023 | $109,359-80.8% | $162,163-87.0% | $72,985-71.2% |
| Participation rate | 52.6% | 84.3%-31.6pp | 87.6%-34.9pp | 69.5%-16.9pp |
| Annual return | 34.33% | 25.46%+8.9pp | 115.59%-81.3pp | 81.00%-46.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,592 | $5,481-52.7% | $7,298-64.5% | $3,607-28.1% |
| Admin fee / account holder | $104 | $7,972-98.7% | $10,843-99.0% | $5,124-98.0% |