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 | $11,430 | $98,750-88.4% | $149,696-92.4% | $79,858-85.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 41.41% | 27.43%+14.0pp | 276.60%-235.2pp | 31.71%+9.7pp |
| Employer contribution / active EE | $1,347 | $3,216-58.1% | $4,644-71.0% | $2,471-45.5% |
| Participant deferral / active EE | $2,302 | $5,680-59.5% | $6,842-66.4% | $3,740-38.5% |
| Admin fee / account holder | $34 | $6,053-99.4% | $9,309-99.6% | $5,306-99.4% |