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 3-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 | $8,051 | $114,381-93.0% | $107,525-92.5% | $142,382-94.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.16% | 242.71%-221.5pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $503 | $4,015-87.5% | $3,754-86.6% | $4,299-88.3% |
| Participant deferral / active EE | $2,183 | $5,564-60.8% | $5,116-57.3% | $6,507-66.5% |
| Admin fee / account holder | $214 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |