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 7-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 | $2,628 | $57,281-95.4% | $86,612-97.0% | $75,163-96.5% |
| Participation rate | 65.6% | 63.2%+2.4pp | 71.7%-6.1pp | 67.2%-1.6pp |
| Annual return | 16.68% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $375 | $2,314-83.8% | $3,022-87.6% | $2,670-86.0% |
| Participant deferral / active EE | $735 | $3,318-77.9% | $4,438-83.4% | $4,125-82.2% |
| Admin fee / account holder | $262 | $4,112-93.6% | $5,614-95.3% | $5,651-95.4% |