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 8-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 | $3,491 | $102,966-96.6% | $90,281-96.1% | $152,861-97.7% |
| Participation rate | 47.6% | 75.9%-28.2pp | 73.3%-25.7pp | 82.4%-34.8pp |
| Annual return | 33.68% | 95.16%-61.5pp | 78.10%-44.4pp | 345.32%-311.6pp |
| Employer contribution / active EE | $494 | $3,139-84.3% | $2,854-82.7% | $4,762-89.6% |
| Participant deferral / active EE | $638 | $4,281-85.1% | $3,885-83.6% | $5,850-89.1% |
| Admin fee / account holder | $170 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |