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 8-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 | $4,869 | $106,890-95.4% | $84,015-94.2% | $152,861-96.8% |
| Participation rate | 23.1% | 75.2%-52.2pp | 69.0%-45.9pp | 82.4%-59.4pp |
| Annual return | 233.08% | 104.99%+128.1pp | 71.31%+161.8pp | 345.32%-112.2pp |
| Employer contribution / active EE | $396 | $2,734-85.5% | $1,983-80.0% | $4,762-91.7% |
| Participant deferral / active EE | $592 | $4,011-85.2% | $3,239-81.7% | $5,850-89.9% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |