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 | $10,980 | $109,327-90.0% | $89,391-87.7% | $158,922-93.1% |
| Participation rate | 27.8% | 74.3%-46.5pp | 68.0%-40.2pp | 82.0%-54.2pp |
| Annual return | 16.51% | 345.68%-329.2pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $355 | $3,170-88.8% | $2,586-86.3% | $4,761-92.5% |
| Participant deferral / active EE | $355 | $4,598-92.3% | $3,890-90.9% | $5,982-94.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |