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 | $7,571 | $89,355-91.5% | $141,162-94.6% | $72,985-89.6% |
| Participation rate | 5.6% | 75.1%-69.5pp | 82.5%-76.9pp | 69.5%-63.9pp |
| Annual return | 25.30% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $22 | $5,418-99.6% | $6,709-99.7% | $3,607-99.4% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |