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 | $21,844 | $81,208-73.1% | $98,907-77.9% | $79,858-72.6% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.1pp | 69.6%-1.7pp |
| Annual return | 10.79% | 60.99%-50.2pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $582 | $3,265-82.2% | $4,244-86.3% | $3,740-84.4% |
| Admin fee / account holder | $273 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |