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 | $5,813 | $91,190-93.6% | $178,490-96.7% | $79,858-92.7% |
| Participation rate | 39.3% | 69.2%-29.9pp | 81.9%-42.6pp | 69.6%-30.3pp |
| Annual return | 169.55% | 24.19%+145.4pp | 151.07%+18.5pp | 31.71%+137.8pp |
| Employer contribution / active EE | $698 | $3,256-78.6% | $5,011-86.1% | $2,471-71.7% |
| Participant deferral / active EE | $770 | $3,236-76.2% | $5,202-85.2% | $3,740-79.4% |
| Admin fee / account holder | $17 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |