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 8-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 | $6,652 | $55,706-88.1% | $75,886-91.2% | $72,985-90.9% |
| Participation rate | 31.0% | 61.1%-30.2pp | 69.3%-38.3pp | 69.5%-38.5pp |
| Annual return | 37.17% | 27.59%+9.6pp | 30.76%+6.4pp | 81.00%-43.8pp |
| Employer contribution / active EE | $395 | $1,687-76.6% | $2,500-84.2% | $2,440-83.8% |
| Participant deferral / active EE | $724 | $2,634-72.5% | $3,603-79.9% | $3,607-79.9% |
| Admin fee / account holder | $19 | $3,978-99.5% | $5,418-99.7% | $5,124-99.6% |