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 | $35,594 | $125,758-71.7% | $169,993-79.1% | $75,163-52.6% |
| Participation rate | 64.0% | 83.6%-19.6pp | 87.0%-23.0pp | 67.2%-3.2pp |
| Annual return | 21.55% | 27.20%-5.6pp | 53.37%-31.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,120 | $4,615-75.7% | $6,785-83.5% | $2,670-58.1% |
| Participant deferral / active EE | $3,564 | $6,837-47.9% | $10,408-65.8% | $4,125-13.6% |
| Admin fee / account holder | $237 | $8,173-97.1% | $12,815-98.1% | $5,651-95.8% |