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 | $2,551 | $202,432-98.7% | $169,368-98.5% | $139,434-98.2% |
| Participation rate | 53.8% | 81.1%-27.2pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 22.59% | 531.74%-509.2pp | 405.60%-383.0pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $775 | $6,938-88.8% | $6,221-87.5% | $6,710-88.4% |
| Admin fee / account holder | $76 | $10,708-99.3% | $9,003-99.2% | $11,403-99.3% |