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 7-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 | $3,893 | $93,571-95.8% | $135,903-97.1% | $75,163-94.8% |
| Participation rate | 18.0% | 75.2%-57.2pp | 81.9%-63.9pp | 67.2%-49.2pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $193 | $6,404-97.0% | $7,758-97.5% | $4,125-95.3% |
| Admin fee / account holder | $32 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |