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 3-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 | $18,658 | $81,460-77.1% | $103,333-81.9% | $80,856-76.9% |
| Participation rate | 25.9% | 66.8%-40.9pp | 74.5%-48.6pp | 67.6%-41.7pp |
| Annual return | 21.01% | 25.55%-4.5pp | 24.88%-3.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $256 | $3,105-91.8% | $3,868-93.4% | $2,755-90.7% |
| Participant deferral / active EE | $2,734 | $3,869-29.3% | $5,057-45.9% | $4,296-36.4% |
| Admin fee / account holder | $128 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |