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 | $8,877 | $232,540-96.2% | $185,117-95.2% | $147,584-94.0% |
| Participation rate | 56.3% | 82.4%-26.1pp | 77.3%-21.0pp | 82.8%-26.6pp |
| Annual return | 16.41% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $854 | $5,834-85.4% | $5,045-83.1% | $5,439-84.3% |
| Admin fee / account holder | $156 | $10,275-98.5% | $8,159-98.1% | $10,885-98.6% |