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 4-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 | $17,662 | $175,202-89.9% | $149,673-88.2% | $139,434-87.3% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.2pp |
| Annual return | 56.61% | 166.71%-110.1pp | 134.42%-77.8pp | 372.94%-316.3pp |
| Employer contribution / active EE | $763 | $5,474-86.1% | $4,818-84.2% | $4,751-83.9% |
| Participant deferral / active EE | $2,474 | $6,519-62.0% | $5,680-56.4% | $6,710-63.1% |
| Admin fee / account holder | $234 | $16,150-98.6% | $13,210-98.2% | $11,403-98.0% |