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 9-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 | $9,555 | $77,899-87.7% | $149,673-93.6% | $75,163-87.3% |
| Participation rate | 22.0% | 65.6%-43.5pp | 78.8%-56.7pp | 67.2%-45.2pp |
| Annual return | 24.20% | 31.72%-7.5pp | 134.42%-110.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $883 | $3,411-74.1% | $5,680-84.5% | $4,125-78.6% |
| Admin fee / account holder | $298 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |