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 | $8,960 | $93,571-90.4% | $135,903-93.4% | $75,163-88.1% |
| Participation rate | 9.6% | 75.2%-65.6pp | 81.9%-72.3pp | 67.2%-57.6pp |
| Annual return | 92.96% | 30.90%+62.1pp | 68.23%+24.7pp | 160.62%-67.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $824 | $6,404-87.1% | $7,758-89.4% | $4,125-80.0% |
| Admin fee / account holder | $20 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |