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 | $7,232 | $65,395-88.9% | $182,532-96.0% | $72,985-90.1% |
| Participation rate | 43.2% | 65.4%-22.2pp | 78.0%-34.7pp | 69.5%-26.2pp |
| Annual return | 64.58% | 27.68%+36.9pp | 148.54%-84.0pp | 81.00%-16.4pp |
| Employer contribution / active EE | $270 | $1,911-85.9% | $4,076-93.4% | $2,440-88.9% |
| Participant deferral / active EE | $2,153 | $3,563-39.6% | $5,524-61.0% | $3,607-40.3% |
| Admin fee / account holder | $183 | $4,245-95.7% | $8,592-97.9% | $5,124-96.4% |