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 | $8,235 | $124,281-93.4% | $109,143-92.5% | $167,490-95.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 20.32% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $858 | $4,207-79.6% | $3,722-76.9% | $4,837-82.3% |
| Participant deferral / active EE | $924 | $5,255-82.4% | $4,653-80.1% | $6,341-85.4% |
| Admin fee / account holder | $252 | $7,970-96.8% | $6,752-96.3% | $12,309-98.0% |