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 | $6,583 | $59,805-89.0% | $79,550-91.7% | $68,494-90.4% |
| Participation rate | 32.9% | 61.1%-28.2pp | 69.5%-36.6pp | 67.9%-35.0pp |
| Annual return | -7.86% | -12.30%+4.4pp | 0.16%-8.0pp | -7.84%0pp |
| Employer contribution / active EE | $518 | $1,505-65.6% | $2,413-78.5% | $2,596-80.0% |
| Participant deferral / active EE | $1,005 | $3,024-66.8% | $3,985-74.8% | $4,027-75.0% |
| Admin fee / account holder | $199 | $4,835-95.9% | $6,832-97.1% | $5,403-96.3% |