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 | $2,228 | $90,348-97.5% | $75,972-97.1% | $145,922-98.5% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.1%-15.7pp | 80.3%-26.9pp |
| Annual return | 13.10% | 620.88%-607.8pp | 359.55%-346.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $395 | $5,162-92.3% | $4,255-90.7% | $6,688-94.1% |
| Admin fee / account holder | $9 | $8,467-99.9% | $6,467-99.9% | $13,397-99.9% |