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 | $7,587 | $60,124-87.4% | $90,404-91.6% | $79,858-90.5% |
| Participation rate | 30.4% | 65.0%-34.6pp | 72.7%-42.3pp | 69.6%-39.3pp |
| Annual return | 25.92% | 71.94%-46.0pp | 1293.02%-1267.1pp | 31.71%-5.8pp |
| Employer contribution / active EE | $210 | $2,068-89.8% | $3,262-93.6% | $2,471-91.5% |
| Participant deferral / active EE | $681 | $2,938-76.8% | $3,963-82.8% | $3,740-81.8% |
| Admin fee / account holder | $93 | $3,976-97.6% | $5,611-98.3% | $5,306-98.2% |