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 | $7,191 | $68,547-89.5% | $120,354-94.0% | $80,856-91.1% |
| Participation rate | 10.3% | 61.6%-51.3pp | 71.9%-61.7pp | 67.6%-57.4pp |
| Annual return | 17.77% | 23.60%-5.8pp | 107.15%-89.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $394 | $3,173-87.6% | $4,991-92.1% | $4,296-90.8% |
| Admin fee / account holder | $22 | $5,732-99.6% | $9,423-99.8% | $6,918-99.7% |