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 | $12,614 | $39,162-67.8% | $100,671-87.5% | $59,632-78.8% |
| Participation rate | 34.5% | 55.9%-21.4pp | 70.7%-36.2pp | 68.7%-34.2pp |
| Annual return | 60.76% | 21.07%+39.7pp | 20.43%+40.3pp | 2041.28%-1980.5pp |
| Employer contribution / active EE | $139 | $1,151-87.9% | $4,012-96.5% | $2,203-93.7% |
| Participant deferral / active EE | $1,264 | $1,992-36.6% | $3,144-59.8% | $3,192-60.4% |
| Admin fee / account holder | $72 | $2,969-97.6% | $4,850-98.5% | $4,297-98.3% |