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 | $16,236 | $209,411-92.2% | $178,490-90.9% | $158,922-89.8% |
| Participation rate | 5.6% | 86.3%-80.8pp | 81.9%-76.4pp | 82.0%-76.4pp |
| Annual return | 12.41% | 188.75%-176.3pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $25 | $5,954-99.6% | $5,202-99.5% | $5,982-99.6% |
| Admin fee / account holder | $91 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |