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 | $423 | $54,701-99.2% | $86,188-99.5% | $71,457-99.4% |
| Participation rate | 62.2% | 60.1%+2.1pp | 69.0%-6.8pp | 67.9%-5.8pp |
| Annual return | 59.61% | 20.06%+39.6pp | 1168.45%-1108.8pp | 28.85%+30.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $219 | $3,108-92.9% | $3,985-94.5% | $4,289-94.9% |
| Admin fee / account holder | $1 | $1,922-100.0% | $6,852-100.0% | $1,587-99.9% |