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 | $13,319 | $152,587-91.3% | $125,175-89.4% | $152,861-91.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 14.47% | 54.84%-40.4pp | 43.79%-29.3pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,086 | $4,946-78.1% | $3,865-71.9% | $4,762-77.2% |
| Participant deferral / active EE | $1,610 | $5,868-72.6% | $4,937-67.4% | $5,850-72.5% |
| Admin fee / account holder | $265 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |