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 4-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 | $971 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 57.9% | 63.7%-5.8pp | 55.0%+2.9pp | 80.1%-22.2pp |
| Annual return | 23.43% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $217 | $2,364-90.8% | $1,826-88.1% | $6,507-96.7% |
| Admin fee / account holder | $92 | $2,852-96.8% | $2,491-96.3% | $12,624-99.3% |