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 | $6,478 | $112,881-94.3% | $90,951-92.9% | $158,922-95.9% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 54.05% | 215.79%-161.7pp | 134.60%-80.5pp | 302.83%-248.8pp |
| Employer contribution / active EE | $480 | $2,893-83.4% | $2,122-77.4% | $4,761-89.9% |
| Participant deferral / active EE | $562 | $4,128-86.4% | $3,373-83.3% | $5,982-90.6% |
| Admin fee / account holder | $44 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |