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 | $7,823 | $58,694-86.7% | $142,863-94.5% | $85,850-90.9% |
| Participation rate | 13.0% | 58.5%-45.4pp | 71.9%-58.9pp | 69.3%-56.3pp |
| Annual return | 19.38% | 27.72%-8.3pp | 5637.54%-5618.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $293 | $2,607-88.7% | $3,837-92.4% | $3,952-92.6% |
| Admin fee / account holder | $0 | $4,239-100.0% | $6,560-100.0% | $6,260-100.0% |