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 | $6,363 | $74,927-91.5% | $101,794-93.7% | $84,808-92.5% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.2%-16.1pp | 68.3%-15.2pp |
| Annual return | 16.65% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $244 | $3,099-92.1% | $4,084-94.0% | $4,212-94.2% |
| Admin fee / account holder | $200 | $6,514-96.9% | $8,777-97.7% | $7,344-97.3% |