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 3-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 | $13,849 | $74,927-81.5% | $101,794-86.4% | $84,808-83.7% |
| Participation rate | 22.6% | 61.4%-38.8pp | 69.2%-46.6pp | 68.3%-45.7pp |
| Annual return | 18.47% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $559 | $1,522-63.3% | $2,289-75.6% | $2,631-78.8% |
| Participant deferral / active EE | $770 | $3,099-75.2% | $4,084-81.1% | $4,212-81.7% |
| Admin fee / account holder | $174 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |