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 | $5,759 | $96,635-94.0% | $86,612-93.4% | $139,434-95.9% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.18% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $629 | $3,263-80.7% | $3,022-79.2% | $4,751-86.8% |
| Participant deferral / active EE | $692 | $4,836-85.7% | $4,438-84.4% | $6,710-89.7% |
| Admin fee / account holder | $91 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |