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 | $15,817 | $89,355-82.3% | $141,162-88.8% | $72,985-78.3% |
| Participation rate | 34.6% | 75.1%-40.5pp | 82.5%-47.9pp | 69.5%-34.9pp |
| Annual return | 56.65% | 111.85%-55.2pp | 71.39%-14.7pp | 81.00%-24.4pp |
| Employer contribution / active EE | $1,359 | $3,114-56.4% | $4,735-71.3% | $2,440-44.3% |
| Participant deferral / active EE | $1,919 | $5,418-64.6% | $6,709-71.4% | $3,607-46.8% |
| Admin fee / account holder | $16 | $5,958-99.7% | $10,261-99.8% | $5,124-99.7% |