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 | $14,621 | $116,175-87.4% | $93,606-84.4% | $152,861-90.4% |
| Participation rate | 20.0% | 78.0%-58.0pp | 75.8%-55.8pp | 82.4%-62.4pp |
| Annual return | 44.02% | 35.96%+8.1pp | 32.76%+11.3pp | 345.32%-301.3pp |
| Employer contribution / active EE | $929 | $3,218-71.1% | $2,718-65.8% | $4,762-80.5% |
| Participant deferral / active EE | $929 | $4,603-79.8% | $4,069-77.2% | $5,850-84.1% |
| Admin fee / account holder | $39 | $10,748-99.6% | $7,888-99.5% | $11,596-99.7% |