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 9-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 | $9,519 | $96,484-90.1% | $75,886-87.5% | $152,861-93.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 29.85% | 33.98%-4.1pp | 30.76%-0.9pp | 345.32%-315.5pp |
| Employer contribution / active EE | $470 | $3,309-85.8% | $2,500-81.2% | $4,762-90.1% |
| Participant deferral / active EE | $1,719 | $4,553-62.2% | $3,603-52.3% | $5,850-70.6% |
| Admin fee / account holder | $14 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |