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 9-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 | $4,863 | $58,694-91.7% | $142,863-96.6% | $85,850-94.3% |
| Participation rate | 12.1% | 58.5%-46.4pp | 71.9%-59.8pp | 69.3%-57.2pp |
| Annual return | 17.88% | 27.72%-9.8pp | 5637.54%-5619.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $242 | $2,607-90.7% | $3,837-93.7% | $3,952-93.9% |
| Admin fee / account holder | $74 | $4,239-98.3% | $6,560-98.9% | $6,260-98.8% |