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 | $16,139 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.51% | 348.15%-327.6pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,310 | $5,103-74.3% | $4,644-71.8% | $4,761-72.5% |
| Participant deferral / active EE | $1,802 | $7,181-74.9% | $6,842-73.7% | $5,982-69.9% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |