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 9-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 | $1,848 | $57,016-96.8% | $84,966-97.8% | $80,856-97.7% |
| Participation rate | 48.0% | 56.3%-8.3pp | 67.5%-19.5pp | 67.6%-19.6pp |
| Annual return | 48.13% | 21.66%+26.5pp | 66.38%-18.3pp | 35.59%+12.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $429 | $3,110-86.2% | $4,519-90.5% | $4,296-90.0% |
| Admin fee / account holder | $29 | $4,980-99.4% | $6,149-99.5% | $6,918-99.6% |