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 7-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 | $16,235 | $45,759-64.5% | $94,993-82.9% | - |
| Participation rate | 31.3% | 55.8%-24.5pp | 73.9%-42.6pp | - |
| Annual return | 17.20% | 11.25%+5.9pp | 27.12%-9.9pp | - |
| Employer contribution / active EE | $0 | $520-100.0% | $2,603-100.0% | - |
| Participant deferral / active EE | $850 | $2,247-62.2% | $3,317-74.4% | - |
| Admin fee / account holder | $120 | $1,138-89.5% | $4,960-97.6% | - |