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 | $4,185 | $58,208-92.8% | $81,812-94.9% | $80,856-94.8% |
| Participation rate | 30.8% | 63.4%-32.6pp | 72.3%-41.6pp | 67.6%-36.9pp |
| Annual return | 13.19% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $108 | $3,281-96.7% | $4,319-97.5% | $4,296-97.5% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |