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 7-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 | $8,342 | $102,828-91.9% | $105,387-92.1% | $152,861-94.5% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.6%-14.4pp | 82.4%-14.3pp |
| Annual return | 33.55% | 20.85%+12.7pp | 26.82%+6.7pp | 345.32%-311.8pp |
| Employer contribution / active EE | $560 | $4,473-87.5% | $4,213-86.7% | $4,762-88.2% |
| Participant deferral / active EE | $2,271 | $5,465-58.4% | $5,502-58.7% | $5,850-61.2% |
| Admin fee / account holder | $11 | $8,683-99.9% | $6,559-99.8% | $11,596-99.9% |