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 4-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 | $16,310 | $179,726-90.9% | $156,263-89.6% | $142,382-88.5% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.9%-31.5pp | 80.1%-32.8pp |
| Annual return | 28.14% | 77.86%-49.7pp | 59.47%-31.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $940 | $5,069-81.5% | $4,333-78.3% | $4,299-78.1% |
| Participant deferral / active EE | $2,311 | $6,956-66.8% | $6,158-62.5% | $6,507-64.5% |
| Admin fee / account holder | $218 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |