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 | $16,113 | $105,181-84.7% | $159,436-89.9% | $85,850-81.2% |
| Participation rate | 63.8% | 75.8%-11.9pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 13.53% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,195 | $3,318-64.0% | $4,829-75.2% | $2,565-53.4% |
| Participant deferral / active EE | $2,123 | $5,945-64.3% | $7,352-71.1% | $3,952-46.3% |
| Admin fee / account holder | $228 | $6,933-96.7% | $10,799-97.9% | $6,260-96.4% |