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 | $6,576 | $57,281-88.5% | $86,612-92.4% | $75,163-91.3% |
| Participation rate | 45.3% | 63.2%-17.8pp | 71.7%-26.3pp | 67.2%-21.8pp |
| Annual return | 32.80% | 2670.75%-2638.0pp | 591.07%-558.3pp | 160.62%-127.8pp |
| Employer contribution / active EE | $699 | $2,314-69.8% | $3,022-76.9% | $2,670-73.8% |
| Participant deferral / active EE | $829 | $3,318-75.0% | $4,438-81.3% | $4,125-79.9% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |