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 8-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 | $5,185 | $48,046-89.2% | $84,611-93.9% | $72,985-92.9% |
| Participation rate | 61.3% | 57.6%+3.7pp | 68.2%-6.9pp | 69.5%-8.2pp |
| Annual return | 32.51% | 37.38%-4.9pp | 258.74%-226.2pp | 81.00%-48.5pp |
| Employer contribution / active EE | $229 | $1,602-85.7% | $2,652-91.4% | $2,440-90.6% |
| Participant deferral / active EE | $2,060 | $2,680-23.2% | $3,899-47.2% | $3,607-42.9% |
| Admin fee / account holder | $5 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |