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 | $11,231 | $85,766-86.9% | $136,294-91.8% | $70,131-84.0% |
| Participation rate | 31.3% | 74.2%-42.9pp | 81.9%-50.7pp | 69.5%-38.3pp |
| Annual return | 31.58% | 31.45%+0.1pp | 5155.94%-5124.4pp | 73.14%-41.6pp |
| Employer contribution / active EE | $1,007 | $2,966-66.1% | $4,695-78.6% | $2,342-57.0% |
| Participant deferral / active EE | $1,469 | $5,051-70.9% | $6,247-76.5% | $3,332-55.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |