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 10-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 | $4,195 | $80,753-94.8% | $136,294-96.9% | $62,292-93.3% |
| Participation rate | 38.3% | 73.5%-35.3pp | 81.9%-43.7pp | 69.5%-31.3pp |
| Annual return | 216.93% | 35.83%+181.1pp | 5155.94%-4939.0pp | 28.90%+188.0pp |
| Employer contribution / active EE | $704 | $2,884-75.6% | $4,695-85.0% | $2,042-65.5% |
| Participant deferral / active EE | $171 | $5,164-96.7% | $6,247-97.3% | $3,169-94.6% |
| Admin fee / account holder | $224 | $525-57.3% | $9,243-97.6% | $479-53.2% |