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 4-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 | $7,215 | $95,803-92.5% | $113,168-93.6% | $84,808-91.5% |
| Participation rate | 67.6% | 72.9%-5.3pp | 76.6%-9.0pp | 68.3%-0.7pp |
| Annual return | 25.85% | 25.00%+0.8pp | 24.27%+1.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $745 | $2,360-68.4% | $2,975-75.0% | $2,631-71.7% |
| Participant deferral / active EE | $1,480 | $4,242-65.1% | $5,107-71.0% | $4,212-64.9% |
| Admin fee / account holder | $279 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |