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 | $15,119 | $176,812-91.4% | $146,665-89.7% | $167,490-91.0% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 18.65% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $835 | $5,160-83.8% | $4,136-79.8% | $4,837-82.7% |
| Participant deferral / active EE | $2,510 | $6,440-61.0% | $5,506-54.4% | $6,341-60.4% |
| Admin fee / account holder | $61 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |