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 | $10,407 | $53,777-80.6% | $134,143-92.2% | $79,858-87.0% |
| Participation rate | 45.9% | 58.8%-12.8pp | 72.2%-26.2pp | 69.6%-23.7pp |
| Annual return | 21.54% | 19.01%+2.5pp | 36.33%-14.8pp | 31.71%-10.2pp |
| Employer contribution / active EE | $419 | $1,321-68.3% | $3,704-88.7% | $2,471-83.0% |
| Participant deferral / active EE | $614 | $2,420-74.6% | $3,499-82.4% | $3,740-83.6% |
| Admin fee / account holder | $18 | $3,984-99.5% | $6,684-99.7% | $5,306-99.7% |