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 | $1,486 | $68,547-97.8% | $120,354-98.8% | $80,856-98.2% |
| Participation rate | 48.3% | 61.6%-13.3pp | 71.9%-23.6pp | 67.6%-19.4pp |
| Annual return | 39.98% | 23.60%+16.4pp | 107.15%-67.2pp | 35.59%+4.4pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $639 | $3,173-79.9% | $4,991-87.2% | $4,296-85.1% |
| Admin fee / account holder | $2 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |