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 5-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 | $8,050 | $102,604-92.2% | $86,188-90.7% | $139,434-94.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 29.80% | 1922.51%-1892.7pp | 1168.45%-1138.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $710 | $3,032-76.6% | $2,380-70.2% | $4,751-85.1% |
| Participant deferral / active EE | $847 | $4,676-81.9% | $3,985-78.7% | $6,710-87.4% |
| Admin fee / account holder | $23 | $8,657-99.7% | $6,852-99.7% | $11,403-99.8% |