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 | $2,508 | $54,705-95.4% | $71,209-96.5% | $84,808-97.0% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.8%-62.6pp | 68.3%-57.2pp |
| Annual return | 27.08% | 35.90%-8.8pp | 282.51%-255.4pp | 40.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $216 | $3,030-92.9% | $4,175-94.8% | $4,212-94.9% |
| Admin fee / account holder | $7 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |