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 | $9,364 | $72,277-87.0% | $101,248-90.8% | $79,858-88.3% |
| Participation rate | 51.5% | 68.5%-16.9pp | 75.8%-24.3pp | 69.6%-18.1pp |
| Annual return | 25.77% | 22.30%+3.5pp | 46.47%-20.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $116 | $2,692-95.7% | $3,660-96.8% | $2,471-95.3% |
| Participant deferral / active EE | $2,333 | $3,282-28.9% | $4,370-46.6% | $3,740-37.6% |
| Admin fee / account holder | $268 | $4,400-93.9% | $5,945-95.5% | $5,306-95.0% |