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 | $12,505 | $85,766-85.4% | $136,294-90.8% | $70,131-82.2% |
| Participation rate | 37.1% | 74.2%-37.0pp | 81.9%-44.8pp | 69.5%-32.4pp |
| Annual return | 34.90% | 31.45%+3.4pp | 5155.94%-5121.0pp | 73.14%-38.2pp |
| Employer contribution / active EE | $94 | $2,966-96.8% | $4,695-98.0% | $2,342-96.0% |
| Participant deferral / active EE | $2,253 | $5,051-55.4% | $6,247-63.9% | $3,332-32.4% |
| Admin fee / account holder | $180 | $5,420-96.7% | $9,243-98.0% | $4,645-96.1% |