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 3-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 | $5,182 | $159,901-96.8% | $146,958-96.5% | $145,922-96.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 52.25% | 98.13%-45.9pp | 418.34%-366.1pp | 561.29%-509.0pp |
| Employer contribution / active EE | $1,194 | $5,286-77.4% | $4,933-75.8% | $4,660-74.4% |
| Participant deferral / active EE | $1,597 | $8,428-81.1% | $8,070-80.2% | $6,688-76.1% |
| Admin fee / account holder | $10 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |