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 | $1,687 | $112,096-98.5% | $95,952-98.2% | $158,922-98.9% |
| Participation rate | 47.4% | 79.0%-31.6pp | 77.1%-29.7pp | 82.0%-34.6pp |
| Annual return | 22.28% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $553 | $4,784-88.4% | $4,167-86.7% | $5,982-90.8% |
| Admin fee / account holder | $176 | $10,130-98.3% | $6,795-97.4% | $11,246-98.4% |