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 | $38,810 | $138,347-71.9% | $184,203-78.9% | $80,856-52.0% |
| Participation rate | 55.1% | 83.9%-28.8pp | 86.8%-31.7pp | 67.6%-12.6pp |
| Annual return | 14.11% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,683 | $4,850-65.3% | $6,427-73.8% | $2,755-38.9% |
| Participant deferral / active EE | $2,829 | $7,071-60.0% | $9,131-69.0% | $4,296-34.2% |
| Admin fee / account holder | $32 | $10,483-99.7% | $13,901-99.8% | $6,918-99.5% |