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 6-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 | $8,241 | $126,574-93.5% | $106,213-92.2% | $145,922-94.4% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 24.99% | 224.79%-199.8pp | 116.14%-91.2pp | 561.29%-536.3pp |
| Employer contribution / active EE | $378 | $3,730-89.9% | $3,171-88.1% | $4,660-91.9% |
| Participant deferral / active EE | $2,100 | $5,724-63.3% | $5,016-58.1% | $6,688-68.6% |
| Admin fee / account holder | $146 | $17,304-99.2% | $11,033-98.7% | $13,397-98.9% |