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 | $5,265 | $53,516-90.2% | $126,539-95.8% | $84,808-93.8% |
| Participation rate | 6.1% | 58.2%-52.2pp | 69.8%-63.8pp | 68.3%-62.3pp |
| Annual return | 22.71% | 58.34%-35.6pp | 425.95%-403.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $99 | $2,671-96.3% | $4,083-97.6% | $4,212-97.6% |
| Admin fee / account holder | $58 | $4,497-98.7% | $6,065-99.0% | $7,344-99.2% |