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 | $16,617 | $109,881-84.9% | $150,045-88.9% | $84,808-80.4% |
| Participation rate | 44.1% | 76.1%-32.0pp | 82.3%-38.2pp | 68.3%-24.2pp |
| Annual return | 21.50% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,121 | $3,561-68.5% | $4,693-76.1% | $2,631-57.4% |
| Participant deferral / active EE | $1,704 | $6,636-74.3% | $7,997-78.7% | $4,212-59.5% |
| Admin fee / account holder | $235 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |