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 | $21,744 | $72,492-70.0% | $87,100-75.0% | $72,985-70.2% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-25.9pp | 69.5%-18.5pp |
| Annual return | 20.66% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $315 | $1,894-83.4% | $2,521-87.5% | $2,440-87.1% |
| Participant deferral / active EE | $2,036 | $3,270-37.7% | $4,049-49.7% | $3,607-43.6% |
| Admin fee / account holder | $89 | $5,055-98.2% | $7,497-98.8% | $5,124-98.3% |