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 6-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 | $2,054 | $61,272-96.6% | $149,673-98.6% | $71,457-97.1% |
| Participation rate | 3.1% | 62.5%-59.4pp | 78.8%-75.7pp | 67.9%-64.8pp |
| Annual return | 22.99% | 35.85%-12.9pp | 134.42%-111.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $40 | $2,917-98.6% | $5,680-99.3% | $4,289-99.1% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |