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 | $767 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 43.5% | 61.3%-17.9pp | 50.9%-7.4pp | 80.3%-36.8pp |
| Annual return | 24.49% | 7404.20%-7379.7pp | 4239.32%-4214.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $101 | $1,398-92.8% | $1,053-90.4% | $4,751-97.9% |
| Participant deferral / active EE | $158 | $2,557-93.8% | $1,924-91.8% | $6,710-97.7% |
| Admin fee / account holder | $6 | $3,265-99.8% | $2,516-99.8% | $11,403-99.9% |