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 6-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 | $8,149 | $59,101-86.2% | $77,163-89.4% | $75,163-89.2% |
| Participation rate | 25.8% | 63.9%-38.1pp | 69.6%-43.8pp | 67.2%-41.4pp |
| Annual return | 26.92% | 26.71%+0.2pp | 37.87%-11.0pp | 160.62%-133.7pp |
| Employer contribution / active EE | $281 | $1,995-85.9% | $2,535-88.9% | $2,670-89.5% |
| Participant deferral / active EE | $1,255 | $2,999-58.2% | $3,833-67.3% | $4,125-69.6% |
| Admin fee / account holder | $190 | $4,774-96.0% | $5,472-96.5% | $5,651-96.6% |