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 | $4,912 | $63,346-92.2% | $92,233-94.7% | $70,131-93.0% |
| Participation rate | 31.8% | 68.7%-36.9pp | 76.5%-44.7pp | 69.5%-37.7pp |
| Annual return | 22.37% | 530.12%-507.7pp | 176.28%-153.9pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $709 | $2,854-75.2% | $3,897-81.8% | $3,332-78.7% |
| Admin fee / account holder | $102 | $3,840-97.3% | $5,194-98.0% | $4,645-97.8% |