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 | $12,276 | $72,277-83.0% | $101,248-87.9% | $79,858-84.6% |
| Participation rate | 28.1% | 68.5%-40.3pp | 75.8%-47.7pp | 69.6%-41.5pp |
| Annual return | 36.75% | 22.30%+14.5pp | 46.47%-9.7pp | 31.71%+5.0pp |
| Employer contribution / active EE | $718 | $2,692-73.3% | $3,660-80.4% | $2,471-71.0% |
| Participant deferral / active EE | $1,167 | $3,282-64.4% | $4,370-73.3% | $3,740-68.8% |
| Admin fee / account holder | $32 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |