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 | $13,334 | $53,127-74.9% | $86,590-84.6% | $70,131-81.0% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.3pp | 69.5%-31.3pp |
| Annual return | 20.52% | 27.66%-7.1pp | 964.84%-944.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,465 | $2,696-8.5% | $3,609-31.7% | $3,332-26.0% |
| Admin fee / account holder | $142 | $3,585-96.0% | $4,906-97.1% | $4,645-96.9% |