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 8-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 | $5,780 | $89,355-93.5% | $141,162-95.9% | $72,985-92.1% |
| Participation rate | 41.2% | 75.1%-33.9pp | 82.5%-41.3pp | 69.5%-28.3pp |
| Annual return | 110.16% | 111.85%-1.7pp | 71.39%+38.8pp | 81.00%+29.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,114 | $5,418-61.0% | $6,709-68.5% | $3,607-41.4% |
| Admin fee / account holder | $13 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |