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 3-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 | $1,433 | $81,248-98.2% | $155,509-99.1% | $80,856-98.2% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.3pp | 67.6%-13.8pp |
| Annual return | 15.86% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $489 | $3,452-85.8% | $5,626-91.3% | $4,296-88.6% |
| Admin fee / account holder | $20 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |