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 9-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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,851 | $59,263-64.8% | $96,562-78.4% | $79,386-73.7% |
| Participation rate | 13.8% | 61.9%-48.1pp | 69.8%-56.0pp | 70.7%-56.9pp |
| Annual return | 19.54% | 27.07%-7.5pp | 37.78%-18.2pp | 116.85%-97.3pp |
| Employer contribution / active EE | $375 | $1,216-69.1% | $2,356-84.1% | $2,427-84.5% |
| Participant deferral / active EE | $746 | $2,948-74.7% | $3,849-80.6% | $4,046-81.6% |
| Admin fee / account holder | $102 | $658-84.5% | $6,181-98.3% | $626-83.7% |