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 | $1,039 | $99,918-99.0% | $81,382-98.7% | $145,922-99.3% |
| Participation rate | 60.9% | 74.2%-13.3pp | 69.5%-8.6pp | 80.3%-19.4pp |
| Annual return | 14.28% | 34.32%-20.0pp | 24.73%-10.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $215 | $4,605-95.3% | $3,883-94.5% | $6,688-96.8% |
| Admin fee / account holder | $33 | $8,212-99.6% | $5,768-99.4% | $13,397-99.8% |