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 5-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 | $9,968 | $163,101-93.9% | $136,749-92.7% | $142,382-93.0% |
| Participation rate | 43.8% | 78.2%-34.5pp | 72.1%-28.4pp | 80.1%-36.4pp |
| Annual return | 22.89% | 27.54%-4.7pp | 24.33%-1.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $720 | $4,117-82.5% | $3,400-78.8% | $4,299-83.3% |
| Participant deferral / active EE | $1,307 | $5,585-76.6% | $4,692-72.2% | $6,507-79.9% |
| Admin fee / account holder | $67 | $14,318-99.5% | $11,386-99.4% | $12,624-99.5% |