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 | $15,309 | $65,395-76.6% | $182,532-91.6% | $72,985-79.0% |
| Participation rate | 26.3% | 65.4%-39.1pp | 78.0%-51.7pp | 69.5%-43.2pp |
| Annual return | 20.84% | 27.68%-6.8pp | 148.54%-127.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $460 | $1,911-75.9% | $4,076-88.7% | $2,440-81.1% |
| Participant deferral / active EE | $510 | $3,563-85.7% | $5,524-90.8% | $3,607-85.9% |
| Admin fee / account holder | $168 | $4,245-96.0% | $8,592-98.0% | $5,124-96.7% |