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 5-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 | $5,211 | $158,398-96.7% | $126,539-95.9% | $142,382-96.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 18.96% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $98 | $4,650-97.9% | $3,674-97.3% | $4,299-97.7% |
| Participant deferral / active EE | $127 | $4,767-97.3% | $4,083-96.9% | $6,507-98.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |