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 | $10,347 | $103,376-90.0% | $87,100-88.1% | $152,861-93.2% |
| Participation rate | 52.6% | 79.3%-26.7pp | 76.9%-24.2pp | 82.4%-29.8pp |
| Annual return | 22.22% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,499 | $4,778-68.6% | $4,049-63.0% | $5,850-74.4% |
| Admin fee / account holder | $10 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |