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 7-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 | $17,994 | $197,591-90.9% | $177,821-89.9% | $158,922-88.7% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 39.64% | 58.76%-19.1pp | 48.32%-8.7pp | 302.83%-263.2pp |
| Employer contribution / active EE | $825 | $6,697-87.7% | $5,918-86.1% | $4,761-82.7% |
| Participant deferral / active EE | $4,736 | $8,405-43.7% | $7,714-38.6% | $5,982-20.8% |
| Admin fee / account holder | $46 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |