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 | $7,729 | $106,890-92.8% | $84,015-90.8% | $152,861-94.9% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.4%-47.7pp |
| Annual return | 18.06% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $401 | $4,011-90.0% | $3,239-87.6% | $5,850-93.2% |
| Admin fee / account holder | $95 | $8,285-98.9% | $6,101-98.4% | $11,596-99.2% |