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 | $6,014 | $78,705-92.4% | $117,854-94.9% | $70,131-91.4% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 40.16% | 23.30%+16.9pp | 335.08%-294.9pp | 73.14%-33.0pp |
| Employer contribution / active EE | $896 | $2,223-59.7% | $3,786-76.3% | $2,342-61.8% |
| Participant deferral / active EE | $1,023 | $3,297-69.0% | $4,482-77.2% | $3,332-69.3% |
| Admin fee / account holder | $191 | $5,065-96.2% | $8,020-97.6% | $4,645-95.9% |