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 | $12,908 | $76,367-83.1% | $93,606-86.2% | $72,985-82.3% |
| Participation rate | 17.9% | 71.7%-53.8pp | 75.8%-57.9pp | 69.5%-51.5pp |
| Annual return | 22.31% | 25.82%-3.5pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $294 | $3,538-91.7% | $4,069-92.8% | $3,607-91.9% |
| Admin fee / account holder | $80 | $6,838-98.8% | $7,888-99.0% | $5,124-98.4% |