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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,133 | $75,183-94.5% | $123,892-96.7% | $55,167-92.5% |
| Participation rate | 60.5% | 72.8%-12.3pp | 81.4%-20.9pp | 69.0%-8.5pp |
| Annual return | 25.74% | 19.01%+6.7pp | 47.52%-21.8pp | 169.23%-143.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,013 | $5,084-60.4% | $5,984-66.4% | $3,054-34.1% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |