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 | $17,892 | $138,065-87.0% | $123,544-85.5% | $135,375-86.8% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | 32.31% | 153.68%-121.4pp | 119.20%-86.9pp | 519.73%-487.4pp |
| Employer contribution / active EE | $305 | $5,151-94.1% | $4,628-93.4% | $4,779-93.6% |
| Participant deferral / active EE | $2,735 | $6,799-59.8% | $6,426-57.4% | $5,609-51.2% |
| Admin fee / account holder | $104 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |