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 | $13,742 | $48,570-71.7% | $130,648-89.5% | $72,985-81.2% |
| Participation rate | 15.2% | 58.6%-43.4pp | 71.7%-56.5pp | 69.5%-54.3pp |
| Annual return | 24.90% | 38.63%-13.7pp | 1708.96%-1684.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $361 | $2,384-84.8% | $3,603-90.0% | $3,607-90.0% |
| Admin fee / account holder | $20 | $3,549-99.4% | $5,464-99.6% | $5,124-99.6% |