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 | $6,116 | $81,248-92.5% | $155,509-96.1% | $80,856-92.4% |
| Participation rate | 41.3% | 66.2%-24.9pp | 78.2%-36.9pp | 67.6%-26.3pp |
| Annual return | 17.61% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $356 | $3,100-88.5% | $4,672-92.4% | $2,755-87.1% |
| Participant deferral / active EE | $1,321 | $3,452-61.7% | $5,626-76.5% | $4,296-69.2% |
| Admin fee / account holder | $55 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |