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 4-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 | $5,764 | $77,899-92.6% | $149,673-96.1% | $75,163-92.3% |
| Participation rate | 51.7% | 65.6%-13.9pp | 78.8%-27.0pp | 67.2%-15.5pp |
| Annual return | 19.32% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $549 | $3,137-82.5% | $4,818-88.6% | $2,670-79.4% |
| Participant deferral / active EE | $591 | $3,411-82.7% | $5,680-89.6% | $4,125-85.7% |
| Admin fee / account holder | $23 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |