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 | $3,238 | $55,415-94.2% | $155,509-97.9% | $74,495-95.7% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 17.51% | 268.50%-251.0pp | 64.67%-47.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $350 | $2,267-84.6% | $4,672-92.5% | $2,623-86.7% |
| Participant deferral / active EE | $551 | $2,836-80.6% | $5,626-90.2% | $4,346-87.3% |
| Admin fee / account holder | $80 | $1,738-95.4% | $15,912-99.5% | $1,942-95.9% |