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 3-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 | $2,820 | $60,892-95.4% | $82,389-96.6% | $84,808-96.7% |
| Participation rate | 23.3% | 63.3%-39.9pp | 69.5%-46.2pp | 68.3%-45.0pp |
| Annual return | 38.66% | 37.29%+1.4pp | 28.67%+10.0pp | 40.90%-2.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $383 | $3,179-87.9% | $4,155-90.8% | $4,212-90.9% |
| Admin fee / account holder | $44 | $5,467-99.2% | $7,231-99.4% | $7,344-99.4% |