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 | $584 | $55,415-98.9% | $155,509-99.6% | $74,495-99.2% |
| Participation rate | 45.8% | 61.9%-16.1pp | 78.2%-32.4pp | 67.2%-21.4pp |
| Annual return | 12.12% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $109 | $2,836-96.1% | $5,626-98.1% | $4,346-97.5% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |