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 | $18,924 | $79,944-76.3% | $98,439-80.8% | $75,163-74.8% |
| Participation rate | 30.6% | 70.4%-39.8pp | 75.2%-44.5pp | 67.2%-36.6pp |
| Annual return | 18.22% | 19.75%-1.5pp | 21.16%-2.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,041 | $2,264-54.0% | $3,048-65.8% | $2,670-61.0% |
| Participant deferral / active EE | $1,184 | $3,752-68.4% | $4,738-75.0% | $4,125-71.3% |
| Admin fee / account holder | $74 | $6,840-98.9% | $8,948-99.2% | $5,651-98.7% |