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 | $5,585 | $49,915-88.8% | $154,803-96.4% | $74,304-92.5% |
| Participation rate | 50.8% | 54.0%-3.1pp | 78.1%-27.3pp | 60.3%-9.5pp |
| Annual return | 18.49% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $274 | $2,255-87.9% | $5,540-95.1% | $3,767-92.7% |
| Admin fee / account holder | $1 | $2,189-99.9% | $14,329-100.0% | $2,969-100.0% |