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 10-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 | $14,457 | $52,681-72.6% | $75,781-80.9% | $59,632-75.8% |
| Participation rate | 50.7% | 67.2%-16.5pp | 75.8%-25.1pp | 68.7%-17.9pp |
| Annual return | -2.21% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,248 | $2,193-43.1% | $3,323-62.4% | $2,203-43.3% |
| Participant deferral / active EE | $419 | $2,591-83.8% | $3,651-88.5% | $3,192-86.9% |
| Admin fee / account holder | $162 | $3,610-95.5% | $5,299-96.9% | $4,297-96.2% |