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 | $10,458 | $133,958-92.2% | $112,228-90.7% | $134,475-92.2% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | 32.30% | 47.11%-14.8pp | 27.45%+4.8pp | 417.96%-385.7pp |
| Employer contribution / active EE | $605 | $4,038-85.0% | $3,635-83.4% | $4,740-87.2% |
| Participant deferral / active EE | $1,739 | $5,291-67.1% | $4,728-63.2% | $6,400-72.8% |
| Admin fee / account holder | $9 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |