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 6-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 | $9,347 | $58,523-84.0% | $99,443-90.6% | $72,985-87.2% |
| Participation rate | 37.5% | 64.6%-27.1pp | 73.8%-36.3pp | 69.5%-32.0pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $379 | $1,512-74.9% | $2,540-85.1% | $2,440-84.5% |
| Participant deferral / active EE | $856 | $2,606-67.1% | $3,619-76.3% | $3,607-76.3% |
| Admin fee / account holder | $5 | $4,102-99.9% | $6,250-99.9% | $5,124-99.9% |