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 | $8,779 | $58,512-85.0% | $84,015-89.6% | $72,985-88.0% |
| Participation rate | 26.3% | 61.2%-34.9pp | 69.0%-42.7pp | 69.5%-43.2pp |
| Annual return | 45.85% | 28.93%+16.9pp | 71.31%-25.5pp | 81.00%-35.2pp |
| Employer contribution / active EE | $494 | $1,163-57.5% | $1,983-75.1% | $2,440-79.8% |
| Participant deferral / active EE | $604 | $2,394-74.8% | $3,239-81.3% | $3,607-83.2% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |