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 | $5,012 | $54,762-90.8% | $90,281-94.4% | $72,985-93.1% |
| Participation rate | 37.2% | 65.1%-27.9pp | 73.3%-36.1pp | 69.5%-32.3pp |
| Annual return | 30.04% | 30.63%-0.6pp | 78.10%-48.1pp | 81.00%-51.0pp |
| Employer contribution / active EE | $599 | $2,092-71.4% | $2,854-79.0% | $2,440-75.5% |
| Participant deferral / active EE | $741 | $2,887-74.3% | $3,885-80.9% | $3,607-79.5% |
| Admin fee / account holder | $76 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |