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 5-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 | $17,764 | $79,171-77.6% | $102,423-82.7% | $74,495-76.2% |
| Participation rate | 52.0% | 74.8%-22.8pp | 76.5%-24.5pp | 67.2%-15.2pp |
| Annual return | 17.94% | 54.93%-37.0pp | 29.32%-11.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $970 | $2,362-58.9% | $3,023-67.9% | $2,623-63.0% |
| Participant deferral / active EE | $1,986 | $4,415-55.0% | $5,053-60.7% | $4,346-54.3% |
| Admin fee / account holder | $130 | $2,001-93.5% | $9,451-98.6% | $1,942-93.3% |