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 | $7,853 | $228,332-96.6% | $185,823-95.8% | $158,922-95.1% |
| Participation rate | 39.1% | 82.3%-43.2pp | 78.0%-38.9pp | 82.0%-42.8pp |
| Annual return | 18.37% | 40.80%-22.4pp | 35.95%-17.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $571 | $6,415-91.1% | $5,632-89.9% | $5,982-90.5% |
| Admin fee / account holder | $11 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |