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 7-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 | $10,510 | $72,277-85.5% | $101,248-89.6% | $79,858-86.8% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 30.96% | 22.30%+8.7pp | 46.47%-15.5pp | 31.71%-0.8pp |
| Employer contribution / active EE | $710 | $2,692-73.6% | $3,660-80.6% | $2,471-71.3% |
| Participant deferral / active EE | $1,355 | $3,282-58.7% | $4,370-69.0% | $3,740-63.8% |
| Admin fee / account holder | $56 | $4,400-98.7% | $5,945-99.1% | $5,306-98.9% |