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 | $29,045 | $198,466-85.4% | $170,442-83.0% | $147,584-80.3% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 18.76% | 257.29%-238.5pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,484 | $6,184-76.0% | $5,433-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $1,773 | $5,629-68.5% | $4,939-64.1% | $5,439-67.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |