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 | $7,386 | $64,348-88.5% | $90,160-91.8% | $70,131-89.5% |
| Participation rate | 36.0% | 70.4%-34.4pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 95.23% | 28.13%+67.1pp | 34.88%+60.3pp | 73.14%+22.1pp |
| Employer contribution / active EE | $868 | $2,046-57.5% | $3,318-73.8% | $2,342-62.9% |
| Participant deferral / active EE | $1,365 | $4,389-68.9% | $5,288-74.2% | $3,332-59.0% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |