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 8-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 | $5,266 | $102,966-94.9% | $90,281-94.2% | $152,861-96.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 29.89% | 95.16%-65.3pp | 78.10%-48.2pp | 345.32%-315.4pp |
| Employer contribution / active EE | $379 | $3,139-87.9% | $2,854-86.7% | $4,762-92.0% |
| Participant deferral / active EE | $415 | $4,281-90.3% | $3,885-89.3% | $5,850-92.9% |
| Admin fee / account holder | $134 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |