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 9-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 | $11,772 | $152,587-92.3% | $125,175-90.6% | $152,861-92.3% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 21.70% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,217 | $4,946-75.4% | $3,865-68.5% | $4,762-74.4% |
| Participant deferral / active EE | $1,618 | $5,868-72.4% | $4,937-67.2% | $5,850-72.3% |
| Admin fee / account holder | $124 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |