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 3-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 | $6,519 | $86,891-92.5% | $142,449-95.4% | $75,163-91.3% |
| Participation rate | 56.1% | 68.5%-12.4pp | 76.8%-20.7pp | 67.2%-11.1pp |
| Annual return | 44.37% | 23.31%+21.1pp | 19.99%+24.4pp | 160.62%-116.2pp |
| Employer contribution / active EE | $1,615 | $3,355-51.9% | $4,847-66.7% | $2,670-39.5% |
| Participant deferral / active EE | $1,716 | $4,938-65.3% | $6,283-72.7% | $4,125-58.4% |
| Admin fee / account holder | $46 | $7,299-99.4% | $10,011-99.5% | $5,651-99.2% |