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 | $4,774 | $48,795-90.2% | $65,493-92.7% | $84,808-94.4% |
| Participation rate | 57.7% | 67.0%-9.3pp | 73.1%-15.4pp | 68.3%-10.6pp |
| Annual return | 21.92% | 20.20%+1.7pp | 982.45%-960.5pp | 40.90%-19.0pp |
| Employer contribution / active EE | $669 | $1,930-65.3% | $2,574-74.0% | $2,631-74.6% |
| Participant deferral / active EE | $416 | $2,928-85.8% | $3,961-89.5% | $4,212-90.1% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |