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 4-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 | $5,113 | $66,098-92.3% | $101,794-95.0% | $74,304-93.1% |
| Participation rate | 31.6% | 53.8%-22.2pp | 69.2%-37.6pp | 60.3%-28.8pp |
| Annual return | 21.73% | 19.59%+2.1pp | 30.53%-8.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $461 | $2,781-83.4% | $4,084-88.7% | $3,767-87.8% |
| Admin fee / account holder | $200 | $4,146-95.2% | $8,777-97.7% | $2,969-93.3% |