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 | $3,900 | $68,719-94.3% | $91,541-95.7% | $84,808-95.4% |
| Participation rate | 46.1% | 64.5%-18.5pp | 69.8%-23.7pp | 68.3%-22.3pp |
| Annual return | 20.23% | 19.12%+1.1pp | 20.50%-0.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $359 | $3,136-88.6% | $4,008-91.0% | $4,212-91.5% |
| Admin fee / account holder | $232 | $5,786-96.0% | $6,956-96.7% | $7,344-96.8% |