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 | $10,076 | $198,466-94.9% | $170,442-94.1% | $147,584-93.2% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 26.55% | 257.29%-230.7pp | 205.93%-179.4pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,351 | $6,184-78.2% | $5,433-75.1% | $4,876-72.3% |
| Participant deferral / active EE | $1,431 | $5,629-74.6% | $4,939-71.0% | $5,439-73.7% |
| Admin fee / account holder | $49 | $16,852-99.7% | $13,880-99.6% | $10,885-99.6% |