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 | $14,020 | $58,927-76.2% | $76,817-81.7% | $72,985-80.8% |
| Participation rate | 33.3% | 67.3%-34.0pp | 72.1%-38.7pp | 69.5%-36.2pp |
| Annual return | 48.77% | 2305.64%-2256.9pp | 1166.11%-1117.3pp | 81.00%-32.2pp |
| Employer contribution / active EE | $775 | $1,787-56.6% | $2,302-66.3% | $2,440-68.2% |
| Participant deferral / active EE | $904 | $2,690-66.4% | $3,336-72.9% | $3,607-74.9% |
| Admin fee / account holder | $117 | $4,013-97.1% | $6,420-98.2% | $5,124-97.7% |