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 | $5,136 | $74,927-93.1% | $101,794-95.0% | $84,808-93.9% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.2%-35.2pp | 68.3%-34.3pp |
| Annual return | 37.98% | 18.70%+19.3pp | 30.53%+7.5pp | 40.90%-2.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,203 | $3,099-61.2% | $4,084-70.5% | $4,212-71.4% |
| Admin fee / account holder | $8 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |