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 6-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 | $7,514 | $91,190-91.8% | $178,490-95.8% | $79,858-90.6% |
| Participation rate | 9.1% | 69.2%-60.1pp | 81.9%-72.8pp | 69.6%-60.5pp |
| Annual return | 21.08% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $300 | $3,236-90.7% | $5,202-94.2% | $3,740-92.0% |
| Admin fee / account holder | $26 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |