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 | $7,534 | $171,865-95.6% | $149,718-95.0% | $147,584-94.9% |
| Participation rate | 63.2% | 88.2%-25.0pp | 87.1%-23.9pp | 82.8%-19.7pp |
| Annual return | 17.93% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,427 | $7,271-66.6% | $6,569-63.1% | $5,439-55.4% |
| Admin fee / account holder | $253 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |