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 | $16,271 | $109,413-85.1% | $156,263-89.6% | $84,808-80.8% |
| Participation rate | 31.0% | 72.7%-41.7pp | 78.9%-47.9pp | 68.3%-37.3pp |
| Annual return | 20.08% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,090 | $2,907-62.5% | $4,333-74.9% | $2,631-58.6% |
| Participant deferral / active EE | $1,289 | $4,590-71.9% | $6,158-79.1% | $4,212-69.4% |
| Admin fee / account holder | $79 | $9,357-99.2% | $14,255-99.4% | $7,344-98.9% |