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 7-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 | $12,808 | $69,010-81.4% | $159,960-92.0% | $68,494-81.3% |
| Participation rate | 64.0% | 65.4%-1.4pp | 78.0%-14.0pp | 67.9%-3.9pp |
| Annual return | -17.18% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $560 | $2,213-74.7% | $4,226-86.7% | $2,596-78.4% |
| Participant deferral / active EE | $1,300 | $4,212-69.1% | $6,182-79.0% | $4,027-67.7% |
| Admin fee / account holder | $199 | $4,798-95.9% | $8,698-97.7% | $5,403-96.3% |