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 | $12,728 | $202,432-93.7% | $169,368-92.5% | $139,434-90.9% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 17.36% | 531.74%-514.4pp | 405.60%-388.2pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,419 | $4,692-48.4% | $4,013-39.7% | $4,751-49.1% |
| Participant deferral / active EE | $178 | $6,938-97.4% | $6,221-97.1% | $6,710-97.4% |
| Admin fee / account holder | $19 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |