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 | $12,099 | $109,413-88.9% | $156,263-92.3% | $84,808-85.7% |
| Participation rate | 16.3% | 72.7%-56.4pp | 78.9%-62.6pp | 68.3%-52.0pp |
| Annual return | 22.35% | 20.18%+2.2pp | 59.47%-37.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $680 | $4,590-85.2% | $6,158-89.0% | $4,212-83.9% |
| Admin fee / account holder | $161 | $9,357-98.3% | $14,255-98.9% | $7,344-97.8% |