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 5-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 | $16,828 | $95,803-82.4% | $113,168-85.1% | $84,808-80.2% |
| Participation rate | 37.0% | 72.9%-35.8pp | 76.6%-39.5pp | 68.3%-31.3pp |
| Annual return | 18.94% | 25.00%-6.1pp | 24.27%-5.3pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,358 | $4,242-68.0% | $5,107-73.4% | $4,212-67.8% |
| Admin fee / account holder | $242 | $8,989-97.3% | $12,068-98.0% | $7,344-96.7% |