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 3-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 | $7,176 | $133,922-94.6% | $116,228-93.8% | $142,382-95.0% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.6%-5.3pp | 80.1%-10.9pp |
| Annual return | 27.61% | 147.76%-120.2pp | 90.06%-62.4pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,260 | $3,446-63.4% | $2,994-57.9% | $4,299-70.7% |
| Participant deferral / active EE | $1,337 | $5,672-76.4% | $4,953-73.0% | $6,507-79.4% |
| Admin fee / account holder | $12 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |