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 | $14,339 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $484 | $4,175-88.4% | $3,660-86.8% | $4,761-89.8% |
| Participant deferral / active EE | $1,759 | $4,957-64.5% | $4,370-59.8% | $5,982-70.6% |
| Admin fee / account holder | $31 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |