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 9-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 | $6,245 | $55,706-88.8% | $75,886-91.8% | $72,985-91.4% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 70.87% | 27.59%+43.3pp | 30.76%+40.1pp | 81.00%-10.1pp |
| Employer contribution / active EE | $397 | $1,687-76.5% | $2,500-84.1% | $2,440-83.7% |
| Participant deferral / active EE | $454 | $2,634-82.8% | $3,603-87.4% | $3,607-87.4% |
| Admin fee / account holder | $189 | $3,978-95.2% | $5,418-96.5% | $5,124-96.3% |