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 | $6,531 | $80,717-91.9% | $154,803-95.8% | $84,808-92.3% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 18.94% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $129 | $2,761-95.3% | $4,305-97.0% | $2,631-95.1% |
| Participant deferral / active EE | $1,022 | $3,303-69.1% | $5,540-81.6% | $4,212-75.7% |
| Admin fee / account holder | $13 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |