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 | $13,273 | $71,883-81.5% | $86,677-84.7% | $68,494-80.6% |
| Participation rate | 48.1% | 72.2%-24.1pp | 76.6%-28.4pp | 67.9%-19.7pp |
| Annual return | -15.11% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,691 | $3,779-55.2% | $4,656-63.7% | $4,027-58.0% |
| Admin fee / account holder | $15 | $6,112-99.8% | $7,493-99.8% | $5,403-99.7% |