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 7-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 | $6,064 | $91,190-93.3% | $178,490-96.6% | $79,858-92.4% |
| Participation rate | 38.8% | 69.2%-30.4pp | 81.9%-43.1pp | 69.6%-30.9pp |
| Annual return | 40.03% | 24.19%+15.8pp | 151.07%-111.0pp | 31.71%+8.3pp |
| Employer contribution / active EE | $579 | $3,256-82.2% | $5,011-88.4% | $2,471-76.6% |
| Participant deferral / active EE | $698 | $3,236-78.4% | $5,202-86.6% | $3,740-81.3% |
| Admin fee / account holder | $250 | $6,751-96.3% | $13,984-98.2% | $5,306-95.3% |