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 6-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 | $8,588 | $101,883-91.6% | $453,369-98.1% | $85,850-90.0% |
| Participation rate | 35.0% | 72.3%-37.3pp | 78.0%-43.0pp | 69.3%-34.3pp |
| Annual return | 91.69% | 25.38%+66.3pp | 64.40%+27.3pp | 318.53%-226.8pp |
| Employer contribution / active EE | $852 | $2,847-70.1% | $4,070-79.1% | $2,565-66.8% |
| Participant deferral / active EE | $1,650 | $4,782-65.5% | $6,209-73.4% | $3,952-58.3% |
| Admin fee / account holder | $23 | $5,706-99.6% | $11,209-99.8% | $6,260-99.6% |