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 | $11,973 | $85,202-85.9% | $172,739-93.1% | $72,985-83.6% |
| Participation rate | 14.5% | 70.1%-55.6pp | 82.6%-68.2pp | 69.5%-55.0pp |
| Annual return | 27.68% | 27.32%+0.4pp | 802.84%-775.2pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $400 | $3,260-87.7% | $5,198-92.3% | $3,607-88.9% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.9% | $5,124-99.6% |