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 | $632 | $27,915-97.7% | $58,482-98.9% | $75,163-99.2% |
| Participation rate | 58.3% | 38.8%+19.5pp | 50.9%+7.5pp | 67.2%-8.9pp |
| Annual return | 41.23% | 44.20%-3.0pp | 4239.32%-4198.1pp | 160.62%-119.4pp |
| Employer contribution / active EE | $165 | $669-75.3% | $1,053-84.3% | $2,670-93.8% |
| Participant deferral / active EE | $171 | $1,201-85.8% | $1,924-91.1% | $4,125-95.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |