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 4-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 | $2,460 | $80,968-97.0% | $96,544-97.5% | $75,163-96.7% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 62.88% | 27.06%+35.8pp | 25.84%+37.0pp | 160.62%-97.7pp |
| Employer contribution / active EE | $695 | $2,282-69.5% | $2,965-76.6% | $2,670-74.0% |
| Participant deferral / active EE | $778 | $3,928-80.2% | $4,851-84.0% | $4,125-81.1% |
| Admin fee / account holder | $166 | $6,724-97.5% | $8,252-98.0% | $5,651-97.1% |