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 | $12,581 | $95,803-86.9% | $113,168-88.9% | $84,808-85.2% |
| Participation rate | 47.4% | 72.9%-25.5pp | 76.6%-29.2pp | 68.3%-20.9pp |
| Annual return | 12.35% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $698 | $4,242-83.6% | $5,107-86.3% | $4,212-83.4% |
| Admin fee / account holder | $108 | $8,989-98.8% | $12,068-99.1% | $7,344-98.5% |