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 4-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 | $3,159 | $125,758-97.5% | $169,993-98.1% | $75,163-95.8% |
| Participation rate | 17.6% | 83.6%-65.9pp | 87.0%-69.4pp | 67.2%-49.5pp |
| Annual return | 27.39% | 27.20%+0.2pp | 53.37%-26.0pp | 160.62%-133.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $403 | $6,837-94.1% | $10,408-96.1% | $4,125-90.2% |
| Admin fee / account holder | $99 | $8,173-98.8% | $12,815-99.2% | $5,651-98.2% |