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 | $13,543 | $51,315-73.6% | $95,745-85.9% | $71,457-81.0% |
| Participation rate | 6.1% | 63.0%-56.9pp | 72.3%-66.2pp | 67.9%-61.8pp |
| Annual return | 15.81% | 25.26%-9.5pp | 28.35%-12.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $122 | $3,358-96.4% | $4,245-97.1% | $4,289-97.2% |
| Admin fee / account holder | $248 | $1,137-78.2% | $5,678-95.6% | $1,587-84.4% |