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 10-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 | $20,846 | $83,477-75.0% | $125,175-83.3% | $72,985-71.4% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 25.53% | 25.78%-0.2pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $203 | $2,345-91.3% | $3,865-94.7% | $2,440-91.7% |
| Participant deferral / active EE | $3,949 | $3,585+10.2% | $4,937-20.0% | $3,607+9.5% |
| Admin fee / account holder | $256 | $5,517-95.4% | $9,702-97.4% | $5,124-95.0% |