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 10-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 | $12,660 | $85,202-85.1% | $172,739-92.7% | $72,985-82.7% |
| Participation rate | 48.8% | 70.1%-21.3pp | 82.6%-33.9pp | 69.5%-20.7pp |
| Annual return | 26.17% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $340 | $3,324-89.8% | $5,143-93.4% | $2,440-86.0% |
| Participant deferral / active EE | $945 | $3,260-71.0% | $5,198-81.8% | $3,607-73.8% |
| Admin fee / account holder | $66 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |