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 4-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 | $18,188 | $101,724-82.1% | $164,813-89.0% | $80,856-77.5% |
| Participation rate | 11.6% | 71.8%-60.2pp | 78.6%-67.0pp | 67.6%-56.0pp |
| Annual return | 17.81% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $579 | $4,477-87.1% | $6,031-90.4% | $4,296-86.5% |
| Admin fee / account holder | $114 | $8,227-98.6% | $12,690-99.1% | $6,918-98.3% |