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 8-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 | $21,131 | $179,726-88.2% | $156,263-86.5% | $142,382-85.2% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 14.36% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $454 | $5,069-91.0% | $4,333-89.5% | $4,299-89.4% |
| Participant deferral / active EE | $3,140 | $6,956-54.9% | $6,158-49.0% | $6,507-51.7% |
| Admin fee / account holder | $136 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |