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 8-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 | $10,350 | $228,332-95.5% | $185,823-94.4% | $158,922-93.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.53% | 40.80%-26.3pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $697 | $4,967-86.0% | $4,087-83.0% | $4,761-85.4% |
| Participant deferral / active EE | $834 | $6,415-87.0% | $5,632-85.2% | $5,982-86.1% |
| Admin fee / account holder | $12 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |