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 4-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 | $7,633 | $111,754-93.2% | $103,333-92.6% | $145,922-94.8% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 21.26% | 24.77%-3.5pp | 24.88%-3.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $69 | $4,212-98.4% | $3,868-98.2% | $4,660-98.5% |
| Participant deferral / active EE | $1,530 | $5,619-72.8% | $5,057-69.7% | $6,688-77.1% |
| Admin fee / account holder | $144 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |