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 | $2,991 | $101,724-97.1% | $164,813-98.2% | $80,856-96.3% |
| Participation rate | 63.3% | 71.8%-8.6pp | 78.6%-15.3pp | 67.6%-4.4pp |
| Annual return | 20.76% | 16.72%+4.0pp | 69.93%-49.2pp | 35.59%-14.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $718 | $4,477-84.0% | $6,031-88.1% | $4,296-83.3% |
| Admin fee / account holder | $161 | $8,227-98.0% | $12,690-98.7% | $6,918-97.7% |