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 | $8,977 | $106,584-91.6% | $101,326-91.1% | $142,382-93.7% |
| Participation rate | 61.5% | 82.7%-21.1pp | 81.5%-20.0pp | 80.1%-18.6pp |
| Annual return | 19.14% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $826 | $3,956-79.1% | $3,665-77.5% | $4,299-80.8% |
| Participant deferral / active EE | $1,128 | $8,297-86.4% | $7,994-85.9% | $6,507-82.7% |
| Admin fee / account holder | $214 | $11,446-98.1% | $11,185-98.1% | $12,624-98.3% |