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 3-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 | $2,181 | $176,947-98.8% | $53,898-96.0% | - |
| Participation rate | 63.6% | 61.8%+1.8pp | 55.0%+8.7pp | - |
| Annual return | 29.22% | 15.13%+14.1pp | 528.60%-499.4pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $932-100.0% | - |
| Participant deferral / active EE | $932 | $4,114-77.3% | $1,826-48.9% | - |
| Admin fee / account holder | $41 | $22,209-99.8% | $2,491-98.4% | - |