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 | $4,310 | $63,355-93.2% | $91,989-95.3% | $72,985-94.1% |
| Participation rate | 48.3% | 72.5%-24.2pp | 78.6%-30.4pp | 69.5%-21.2pp |
| Annual return | 78.89% | 35.35%+43.5pp | 69.02%+9.9pp | 81.00%-2.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $674 | $4,883-86.2% | $5,923-88.6% | $3,607-81.3% |
| Admin fee / account holder | $125 | $4,668-97.3% | $7,743-98.4% | $5,124-97.6% |