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 | $14,368 | $107,334-86.6% | $92,893-84.5% | $152,861-90.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | 215.29% | 145.58%+69.7pp | 109.41%+105.9pp | 345.32%-130.0pp |
| Employer contribution / active EE | $762 | $4,221-82.0% | $3,653-79.1% | $4,762-84.0% |
| Participant deferral / active EE | $1,143 | $4,845-76.4% | $4,236-73.0% | $5,850-80.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |