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 3-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 | $1,897 | $93,170-98.0% | $100,534-98.1% | $84,808-97.8% |
| Participation rate | 65.5% | 75.8%-10.3pp | 80.6%-15.1pp | 68.3%-2.8pp |
| Annual return | 36.43% | 47.13%-10.7pp | 32.66%+3.8pp | 40.90%-4.5pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $653 | $5,699-88.5% | $6,144-89.4% | $4,212-84.5% |
| Admin fee / account holder | $0 | $7,382-100.0% | $7,654-100.0% | $7,344-100.0% |