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 3-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 | $5,941 | $48,230-87.7% | $67,502-91.2% | $80,856-92.7% |
| Participation rate | 23.7% | 66.4%-42.7pp | 72.9%-49.2pp | 67.6%-44.0pp |
| Annual return | 14.97% | 18.28%-3.3pp | 3512.12%-3497.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $307 | $2,020-84.8% | $2,731-88.8% | $2,755-88.9% |
| Participant deferral / active EE | $804 | $2,924-72.5% | $4,000-79.9% | $4,296-81.3% |
| Admin fee / account holder | $18 | $3,681-99.5% | $3,998-99.5% | $6,918-99.7% |