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 | $3,366 | $66,402-94.9% | $109,895-96.9% | $85,850-96.1% |
| Participation rate | 32.0% | 63.9%-31.9pp | 74.2%-42.2pp | 69.3%-37.3pp |
| Annual return | 39.45% | 19.59%+19.9pp | 29.45%+10.0pp | 318.53%-279.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $526 | $2,842-81.5% | $4,048-87.0% | $3,952-86.7% |
| Admin fee / account holder | $266 | $4,557-94.2% | $6,066-95.6% | $6,260-95.8% |