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 10-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 | $12,757 | $61,272-79.2% | $149,673-91.5% | $71,457-82.1% |
| Participation rate | 8.0% | 62.5%-54.5pp | 78.8%-70.8pp | 67.9%-59.9pp |
| Annual return | 16.79% | 35.85%-19.1pp | 134.42%-117.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $221 | $2,917-92.4% | $5,680-96.1% | $4,289-94.9% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |