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 | $15,188 | $59,417-74.4% | $93,606-83.8% | $74,495-79.6% |
| Participation rate | 23.8% | 59.7%-35.9pp | 68.7%-45.0pp | 67.2%-43.4pp |
| Annual return | 14.97% | 81.83%-66.9pp | 133.20%-118.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $462 | $1,264-63.4% | $2,420-80.9% | $2,623-82.4% |
| Participant deferral / active EE | $1,146 | $3,050-62.4% | $4,411-74.0% | $4,346-73.6% |
| Admin fee / account holder | $24 | $3,021-99.2% | $8,285-99.7% | $1,942-98.8% |