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 6-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 | $6,973 | $74,927-90.7% | $101,794-93.2% | $84,808-91.8% |
| Participation rate | 44.9% | 61.4%-16.5pp | 69.2%-24.3pp | 68.3%-23.4pp |
| Annual return | 13.95% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $562 | $1,522-63.1% | $2,289-75.4% | $2,631-78.6% |
| Participant deferral / active EE | $891 | $3,099-71.2% | $4,084-78.2% | $4,212-78.8% |
| Admin fee / account holder | $286 | $6,514-95.6% | $8,777-96.7% | $7,344-96.1% |