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 3-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 | $1,719 | $60,022-97.1% | $88,946-98.1% | $84,808-98.0% |
| Participation rate | 64.7% | 57.8%+6.9pp | 68.8%-4.1pp | 68.3%-3.6pp |
| Annual return | 19.53% | 22.43%-2.9pp | 57.82%-38.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $561 | $3,114-82.0% | $4,581-87.8% | $4,212-86.7% |
| Admin fee / account holder | $59 | $4,811-98.8% | $8,261-99.3% | $7,344-99.2% |