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 3-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 | $15,905 | $95,803-83.4% | $113,168-85.9% | $84,808-81.2% |
| Participation rate | 41.2% | 72.9%-31.7pp | 76.6%-35.4pp | 68.3%-27.1pp |
| Annual return | 28.15% | 25.00%+3.1pp | 24.27%+3.9pp | 40.90%-12.7pp |
| Employer contribution / active EE | $646 | $2,360-72.6% | $2,975-78.3% | $2,631-75.5% |
| Participant deferral / active EE | $2,446 | $4,242-42.3% | $5,107-52.1% | $4,212-41.9% |
| Admin fee / account holder | $250 | $8,989-97.2% | $12,068-97.9% | $7,344-96.6% |