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 4-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 | $7,409 | $133,922-94.5% | $116,228-93.6% | $142,382-94.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 19.57% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $822 | $3,446-76.1% | $2,994-72.5% | $4,299-80.9% |
| Participant deferral / active EE | $822 | $5,672-85.5% | $4,953-83.4% | $6,507-87.4% |
| Admin fee / account holder | $66 | $14,945-99.6% | $11,989-99.4% | $12,624-99.5% |