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.
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 | $17,358 | $59,054-70.6% | $97,226-82.1% | $77,643-77.6% |
| Participation rate | 22.2% | 67.9%-45.6pp | 72.7%-50.4pp | 70.6%-48.3pp |
| Annual return | 16.40% | 16.96%-0.6pp | 75.13%-58.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $533 | $1,742-69.4% | $2,729-80.5% | $2,726-80.5% |
| Participant deferral / active EE | $946 | $3,930-75.9% | $4,264-77.8% | $4,647-79.6% |
| Admin fee / account holder | $0 | $346-100.0% | $5,654-100.0% | $430-100.0% |