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 4-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 | $12,651 | $109,881-88.5% | $150,045-91.6% | $84,808-85.1% |
| Participation rate | 22.7% | 76.1%-53.4pp | 82.3%-59.6pp | 68.3%-45.6pp |
| Annual return | 24.05% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $890 | $6,636-86.6% | $7,997-88.9% | $4,212-78.9% |
| Admin fee / account holder | $136 | $8,568-98.4% | $13,435-99.0% | $7,344-98.2% |