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 10-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 | $6,968 | $127,264-94.5% | $109,895-93.7% | $167,490-95.8% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.2%-61.7pp | 82.1%-69.6pp |
| Annual return | 10.04% | 22.97%-12.9pp | 29.45%-19.4pp | 478.56%-468.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $633 | $4,514-86.0% | $4,048-84.4% | $6,341-90.0% |
| Admin fee / account holder | $1 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |