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 | $24,438 | $80,968-69.8% | $96,544-74.7% | $75,163-67.5% |
| Participation rate | 58.2% | 71.8%-13.6pp | 76.0%-17.8pp | 67.2%-9.0pp |
| Annual return | 54.05% | 27.06%+27.0pp | 25.84%+28.2pp | 160.62%-106.6pp |
| Employer contribution / active EE | $5 | $2,282-99.8% | $2,965-99.8% | $2,670-99.8% |
| Participant deferral / active EE | $4,040 | $3,928+2.8% | $4,851-16.7% | $4,125-2.1% |
| Admin fee / account holder | $58 | $6,724-99.1% | $8,252-99.3% | $5,651-99.0% |