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 10-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 | $27,767 | $180,449-84.6% | $154,107-82.0% | $135,375-79.5% |
| Participation rate | 54.2% | 87.4%-33.3pp | 83.0%-28.9pp | 82.6%-28.5pp |
| Annual return | -8.17% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,185 | $6,035-80.4% | $5,298-77.6% | $4,779-75.2% |
| Participant deferral / active EE | $2,437 | $5,806-58.0% | $5,081-52.0% | $5,609-56.6% |
| Admin fee / account holder | $8 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |