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.
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 | $20,463 | $118,680-82.8% | $98,907-79.3% | $158,922-87.1% |
| Participation rate | 47.4% | 77.8%-30.5pp | 76.0%-28.7pp | 82.0%-34.6pp |
| Annual return | 21.72% | 372.35%-350.6pp | 196.43%-174.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,017 | $3,333-69.5% | $2,689-62.2% | $4,761-78.6% |
| Participant deferral / active EE | $1,095 | $5,088-78.5% | $4,244-74.2% | $5,982-81.7% |
| Admin fee / account holder | $29 | $10,131-99.7% | $6,642-99.6% | $11,246-99.7% |