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 | $16,555 | $109,413-84.9% | $156,263-89.4% | $84,808-80.5% |
| Participation rate | 0.0% | 72.7%-72.7pp | 78.9%-78.9pp | 68.3%-68.3pp |
| Annual return | 20.35% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,048 | $2,907-63.9% | $4,333-75.8% | $2,631-60.2% |
| Participant deferral / active EE | $1,992 | $4,590-56.6% | $6,158-67.7% | $4,212-52.7% |
| Admin fee / account holder | $184 | $9,357-98.0% | $14,255-98.7% | $7,344-97.5% |