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 | $4,099 | $58,208-93.0% | $81,812-95.0% | $80,856-94.9% |
| Participation rate | 21.5% | 63.4%-41.9pp | 72.3%-50.8pp | 67.6%-46.1pp |
| Annual return | 13.79% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $357 | $3,281-89.1% | $4,319-91.7% | $4,296-91.7% |
| Admin fee / account holder | $260 | $4,981-94.8% | $7,386-96.5% | $6,918-96.2% |