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 4-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 | $13,588 | $71,050-80.9% | $93,606-85.5% | $80,856-83.2% |
| Participation rate | 27.7% | 60.4%-32.7pp | 68.7%-41.1pp | 67.6%-40.0pp |
| Annual return | 16.17% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $499 | $1,564-68.1% | $2,420-79.4% | $2,755-81.9% |
| Participant deferral / active EE | $1,123 | $4,034-72.2% | $4,411-74.5% | $4,296-73.9% |
| Admin fee / account holder | $63 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |