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 7-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 | $3,375 | $48,750-93.1% | $88,946-96.2% | $74,304-95.5% |
| Participation rate | 8.4% | 44.5%-36.1pp | 68.8%-60.4pp | 60.3%-51.9pp |
| Annual return | 29.22% | 25.91%+3.3pp | 57.82%-28.6pp | 29.43%-0.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $136 | $2,423-94.4% | $4,581-97.0% | $3,767-96.4% |
| Admin fee / account holder | $89 | $3,756-97.6% | $8,261-98.9% | $2,969-97.0% |