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 | $1,234 | $31,310-96.1% | $53,898-97.7% | $74,304-98.3% |
| Participation rate | 35.1% | 30.7%+4.4pp | 55.0%-19.9pp | 60.3%-25.3pp |
| Annual return | 22.43% | 23.16%-0.7pp | 528.60%-506.2pp | 29.43%-7.0pp |
| Employer contribution / active EE | $76 | $450-83.0% | $932-91.8% | $2,241-96.6% |
| Participant deferral / active EE | $84 | $934-91.0% | $1,826-95.4% | $3,767-97.8% |
| Admin fee / account holder | $119 | $2,175-94.5% | $2,491-95.2% | $2,969-96.0% |