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 10-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 | $11,082 | $91,552-87.9% | $133,956-91.7% | $79,858-86.1% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 19.57% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $781 | $2,384-67.2% | $3,919-80.1% | $2,471-68.4% |
| Participant deferral / active EE | $1,657 | $3,733-55.6% | $5,048-67.2% | $3,740-55.7% |
| Admin fee / account holder | $281 | $6,321-95.6% | $8,927-96.8% | $5,306-94.7% |