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 4-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 | $1,394 | $31,310-95.5% | $53,898-97.4% | $74,304-98.1% |
| Participation rate | 32.4% | 30.7%+1.7pp | 55.0%-22.6pp | 60.3%-28.0pp |
| Annual return | 25.31% | 23.16%+2.2pp | 528.60%-503.3pp | 29.43%-4.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $104 | $934-88.8% | $1,826-94.3% | $3,767-97.2% |
| Admin fee / account holder | $16 | $2,175-99.3% | $2,491-99.3% | $2,969-99.5% |