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 | $14,276 | $71,050-79.9% | $93,606-84.7% | $80,856-82.3% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.6%-29.7pp |
| Annual return | 14.37% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $664 | $1,564-57.5% | $2,420-72.6% | $2,755-75.9% |
| Participant deferral / active EE | $829 | $4,034-79.5% | $4,411-81.2% | $4,296-80.7% |
| Admin fee / account holder | $20 | $6,945-99.7% | $8,285-99.8% | $6,918-99.7% |