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 | $6,666 | $61,605-89.2% | $112,229-94.1% | $75,163-91.1% |
| Participation rate | 57.4% | 61.7%-4.3pp | 72.4%-15.1pp | 67.2%-9.8pp |
| Annual return | 23.90% | 28.47%-4.6pp | 30.20%-6.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $257 | $2,015-87.3% | $3,430-92.5% | $2,670-90.4% |
| Participant deferral / active EE | $1,353 | $3,108-56.5% | $4,798-71.8% | $4,125-67.2% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |