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 6-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 | $16,867 | $165,335-89.8% | $149,696-88.7% | $158,922-89.4% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 53.02% | 348.15%-295.1pp | 276.60%-223.6pp | 302.83%-249.8pp |
| Employer contribution / active EE | $2,189 | $5,103-57.1% | $4,644-52.9% | $4,761-54.0% |
| Participant deferral / active EE | $1,506 | $7,181-79.0% | $6,842-78.0% | $5,982-74.8% |
| Admin fee / account holder | $106 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |