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 | $13,304 | $115,770-88.5% | $101,248-86.9% | $158,922-91.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 45.21% | 56.14%-10.9pp | 46.47%-1.3pp | 302.83%-257.6pp |
| Employer contribution / active EE | $572 | $4,175-86.3% | $3,660-84.4% | $4,761-88.0% |
| Participant deferral / active EE | $2,093 | $4,957-57.8% | $4,370-52.1% | $5,982-65.0% |
| Admin fee / account holder | $36 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |