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 | $15,248 | $168,632-91.0% | $147,614-89.7% | $125,391-87.8% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -1.69% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,199 | $6,252-80.8% | $5,564-78.4% | $4,866-75.4% |
| Participant deferral / active EE | $1,788 | $5,507-67.5% | $4,895-63.5% | $5,352-66.6% |
| Admin fee / account holder | $110 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |