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 7-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.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,444 | $121,341-81.5% | $189,513-88.2% | $79,386-71.7% |
| Participation rate | 40.7% | 86.1%-45.4pp | 87.8%-47.1pp | 70.7%-30.0pp |
| Annual return | 17.34% | 21.08%-3.7pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,890 | $3,915-51.7% | $6,162-69.3% | $2,427-22.2% |
| Participant deferral / active EE | $2,925 | $6,395-54.3% | $8,221-64.4% | $4,046-27.7% |
| Admin fee / account holder | $167 | $651-74.3% | $12,045-98.6% | $626-73.3% |