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 6-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 | $20,440 | $78,422-73.9% | $95,952-78.7% | $79,858-74.4% |
| Participation rate | 39.7% | 73.5%-33.8pp | 77.1%-37.4pp | 69.6%-30.0pp |
| Annual return | 47.43% | 19.37%+28.1pp | 91.61%-44.2pp | 31.71%+15.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,166 | $3,440-7.9% | $4,167-24.0% | $3,740-15.3% |
| Admin fee / account holder | $1 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |