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 3-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 | $1,746 | $30,588-94.3% | $53,898-96.8% | $85,563-98.0% |
| Participation rate | 8.0% | 26.3%-18.3pp | 55.0%-47.0pp | 66.0%-58.0pp |
| Annual return | 32.31% | 50.42%-18.1pp | 528.60%-496.3pp | 31.51%+0.8pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $76 | $848-91.1% | $1,826-95.9% | $4,375-98.3% |
| Admin fee / account holder | $0 | $1,879-100.0% | $2,491-100.0% | $834-100.0% |