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 | $15,715 | $70,428-77.7% | $96,562-83.7% | $85,850-81.7% |
| Participation rate | 26.7% | 61.8%-35.1pp | 69.8%-43.1pp | 69.3%-42.6pp |
| Annual return | 15.89% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $398 | $1,413-71.9% | $2,356-83.1% | $2,565-84.5% |
| Participant deferral / active EE | $817 | $2,894-71.8% | $3,849-78.8% | $3,952-79.3% |
| Admin fee / account holder | $70 | $4,997-98.6% | $6,181-98.9% | $6,260-98.9% |