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 | $16,077 | $154,117-89.6% | $129,995-87.6% | $139,434-88.5% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 22.93% | 32.48%-9.5pp | -137.18%+160.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $817 | $5,289-84.6% | $4,320-81.1% | $4,751-82.8% |
| Participant deferral / active EE | $2,725 | $6,710-59.4% | $5,820-53.2% | $6,710-59.4% |
| Admin fee / account holder | $200 | $14,007-98.6% | $10,614-98.1% | $11,403-98.2% |