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 | $10,924 | $80,968-86.5% | $96,544-88.7% | $75,163-85.5% |
| Participation rate | 60.9% | 71.8%-10.9pp | 76.0%-15.1pp | 67.2%-6.3pp |
| Annual return | 23.88% | 27.06%-3.2pp | 25.84%-2.0pp | 160.62%-136.7pp |
| Employer contribution / active EE | $612 | $2,282-73.2% | $2,965-79.4% | $2,670-77.1% |
| Participant deferral / active EE | $3,043 | $3,928-22.5% | $4,851-37.3% | $4,125-26.2% |
| Admin fee / account holder | $266 | $6,724-96.0% | $8,252-96.8% | $5,651-95.3% |