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 | $15,333 | $65,041-76.4% | $90,951-83.1% | $79,858-80.8% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 22.49% | 30.45%-8.0pp | 134.60%-112.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $630 | $1,247-49.5% | $2,122-70.3% | $2,471-74.5% |
| Participant deferral / active EE | $782 | $2,512-68.9% | $3,373-76.8% | $3,740-79.1% |
| Admin fee / account holder | $253 | $4,536-94.4% | $5,959-95.8% | $5,306-95.2% |