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 | $3,685 | $102,204-96.4% | $145,661-97.5% | $85,563-95.7% |
| Participation rate | 6.6% | 70.6%-64.0pp | 77.2%-70.6pp | 66.0%-59.4pp |
| Annual return | 22.81% | 16.68%+6.1pp | 101.46%-78.6pp | 31.51%-8.7pp |
| Employer contribution / active EE | $0 | $3,600-100.0% | $4,238-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $41 | $5,729-99.3% | $7,198-99.4% | $4,375-99.1% |
| Admin fee / account holder | $129 | $647-80.0% | $12,466-99.0% | $834-84.5% |