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 8-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.
Participant 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 | $10,522 | $78,672-86.6% | $109,143-90.4% | $85,850-87.7% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 15.23% | 25.09%-9.9pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $679 | $2,735-75.2% | $3,722-81.8% | $2,565-73.5% |
| Participant deferral / active EE | $1,098 | $3,467-68.3% | $4,653-76.4% | $3,952-72.2% |
| Admin fee / account holder | $273 | $5,469-95.0% | $6,752-96.0% | $6,260-95.6% |