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 8-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 | $2,199 | $53,777-95.9% | $134,143-98.4% | $79,858-97.2% |
| Participation rate | 5.5% | 58.8%-53.3pp | 72.2%-66.7pp | 69.6%-64.2pp |
| Annual return | 20.69% | 19.01%+1.7pp | 36.33%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $59 | $2,420-97.6% | $3,499-98.3% | $3,740-98.4% |
| Admin fee / account holder | $7 | $3,984-99.8% | $6,684-99.9% | $5,306-99.9% |