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 | $2,378 | $51,175-95.4% | $70,515-96.6% | $75,163-96.8% |
| Participation rate | 8.3% | 60.9%-52.6pp | 68.3%-60.0pp | 67.2%-58.9pp |
| Annual return | 16.53% | 30.02%-13.5pp | 32.77%-16.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $200 | $2,849-93.0% | $4,567-95.6% | $4,125-95.2% |
| Admin fee / account holder | $254 | $4,091-93.8% | $6,412-96.0% | $5,651-95.5% |