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 | $1,201 | $30,400-96.1% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 26.98% | 500.19%-473.2pp | 528.60%-501.6pp | 40.90%-13.9pp |
| Employer contribution / active EE | $81 | $603-86.5% | $932-91.3% | $2,631-96.9% |
| Participant deferral / active EE | $148 | $1,199-87.7% | $1,826-91.9% | $4,212-96.5% |
| Admin fee / account holder | $268 | $1,993-86.5% | $2,491-89.2% | $7,344-96.3% |