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 | $16,792 | $201,272-91.7% | $184,203-90.9% | $145,922-88.5% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 29.77% | 29.00%+0.8pp | 28.81%+1.0pp | 561.29%-531.5pp |
| Employer contribution / active EE | $1,322 | $7,022-81.2% | $6,427-79.4% | $4,660-71.6% |
| Participant deferral / active EE | $4,861 | $9,806-50.4% | $9,131-46.8% | $6,688-27.3% |
| Admin fee / account holder | $64 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |