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 5-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,335 | $50,815-73.8% | $155,509-91.4% | $77,643-82.8% |
| Participation rate | 36.6% | 63.1%-26.5pp | 78.2%-41.6pp | 70.6%-34.0pp |
| Annual return | 15.07% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $208 | $1,993-89.6% | $4,672-95.6% | $2,726-92.4% |
| Participant deferral / active EE | $1,291 | $2,822-54.3% | $5,626-77.1% | $4,647-72.2% |
| Admin fee / account holder | $100 | $437-77.2% | $15,912-99.4% | $430-76.8% |