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 | $15,356 | $89,355-82.8% | $141,162-89.1% | $72,985-79.0% |
| Participation rate | 46.0% | 75.1%-29.1pp | 82.5%-36.5pp | 69.5%-23.5pp |
| Annual return | 33.92% | 111.85%-77.9pp | 71.39%-37.5pp | 81.00%-47.1pp |
| Employer contribution / active EE | $552 | $3,114-82.3% | $4,735-88.3% | $2,440-77.4% |
| Participant deferral / active EE | $2,802 | $5,418-48.3% | $6,709-58.2% | $3,607-22.3% |
| Admin fee / account holder | $28 | $5,958-99.5% | $10,261-99.7% | $5,124-99.5% |