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 10-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 | $17,545 | $181,894-90.4% | $156,549-88.8% | $273,961-93.6% |
| Participation rate | 69.6% | 88.4%-18.8pp | 84.0%-14.4pp | 83.0%-13.5pp |
| Annual return | 134.60% | 30.74%+103.9pp | 32.23%+102.4pp | 41.45%+93.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,391 | $5,550-56.9% | $4,871-50.9% | $5,287-54.8% |
| Admin fee / account holder | $187 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |