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 4-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 | $5,838 | $57,281-89.8% | $86,612-93.3% | $75,163-92.2% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 31.28% | 2670.75%-2639.5pp | 591.07%-559.8pp | 160.62%-129.3pp |
| Employer contribution / active EE | $399 | $2,314-82.7% | $3,022-86.8% | $2,670-85.0% |
| Participant deferral / active EE | $806 | $3,318-75.7% | $4,438-81.8% | $4,125-80.5% |
| Admin fee / account holder | $218 | $4,112-94.7% | $5,614-96.1% | $5,651-96.1% |