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.
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 | $12,974 | $65,041-80.1% | $90,951-85.7% | $79,858-83.8% |
| Participation rate | 27.0% | 61.6%-34.6pp | 69.0%-42.0pp | 69.6%-42.6pp |
| Annual return | 16.45% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $230 | $1,247-81.6% | $2,122-89.2% | $2,471-90.7% |
| Participant deferral / active EE | $1,163 | $2,512-53.7% | $3,373-65.5% | $3,740-68.9% |
| Admin fee / account holder | $3 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |