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 | $19,494 | $72,277-73.0% | $101,248-80.7% | $79,858-75.6% |
| Participation rate | 39.5% | 68.5%-28.9pp | 75.8%-36.3pp | 69.6%-30.1pp |
| Annual return | 14.81% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $946 | $2,692-64.9% | $3,660-74.2% | $2,471-61.7% |
| Participant deferral / active EE | $1,360 | $3,282-58.5% | $4,370-68.9% | $3,740-63.6% |
| Admin fee / account holder | $209 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |