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 8-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 | $10,437 | $72,277-85.6% | $101,248-89.7% | $79,858-86.9% |
| Participation rate | 21.2% | 68.5%-47.2pp | 75.8%-54.6pp | 69.6%-48.4pp |
| Annual return | 22.53% | 22.30%+0.2pp | 46.47%-23.9pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,229 | $3,282-62.6% | $4,370-71.9% | $3,740-67.1% |
| Admin fee / account holder | $235 | $4,400-94.7% | $5,945-96.0% | $5,306-95.6% |