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 3-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 | $7,031 | $80,717-91.3% | $154,803-95.5% | $84,808-91.7% |
| Participation rate | 36.0% | 66.8%-30.8pp | 78.1%-42.1pp | 68.3%-32.3pp |
| Annual return | 30.79% | 37.96%-7.2pp | 58.88%-28.1pp | 40.90%-10.1pp |
| Employer contribution / active EE | $419 | $2,761-84.8% | $4,305-90.3% | $2,631-84.1% |
| Participant deferral / active EE | $604 | $3,303-81.7% | $5,540-89.1% | $4,212-85.7% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |