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 | $4,123 | $68,346-94.0% | $94,646-95.6% | $75,163-94.5% |
| Participation rate | 35.0% | 76.1%-41.1pp | 80.8%-45.8pp | 67.2%-32.2pp |
| Annual return | 16.18% | 616.93%-600.7pp | 156.71%-140.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $574 | $6,537-91.2% | $7,418-92.3% | $4,125-86.1% |
| Admin fee / account holder | $115 | $5,326-97.8% | $7,231-98.4% | $5,651-98.0% |