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 4-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 | $11,956 | $148,534-92.0% | $135,903-91.2% | $139,434-91.4% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 44.56% | 79.19%-34.6pp | 68.23%-23.7pp | 372.94%-328.4pp |
| Employer contribution / active EE | $1,036 | $5,243-80.2% | $4,856-78.7% | $4,751-78.2% |
| Participant deferral / active EE | $1,780 | $8,100-78.0% | $7,758-77.1% | $6,710-73.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |