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 7-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 | $5,428 | $118,680-95.4% | $98,907-94.5% | $158,922-96.6% |
| Participation rate | 56.3% | 77.8%-21.6pp | 76.0%-19.8pp | 82.0%-25.7pp |
| Annual return | 284.03% | 372.35%-88.3pp | 196.43%+87.6pp | 302.83%-18.8pp |
| Employer contribution / active EE | $1,139 | $3,333-65.8% | $2,689-57.7% | $4,761-76.1% |
| Participant deferral / active EE | $974 | $5,088-80.9% | $4,244-77.1% | $5,982-83.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |