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 9-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 | $3,600 | $81,632-95.6% | $70,449-94.9% | $158,922-97.7% |
| Participation rate | 16.7% | 77.7%-61.1pp | 75.1%-58.4pp | 82.0%-65.3pp |
| Annual return | 26.74% | 208.40%-181.7pp | 109.03%-82.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $289 | $4,554-93.7% | $3,709-92.2% | $5,982-95.2% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |