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 | $588 | $30,400-98.1% | $53,898-98.9% | $84,808-99.3% |
| Participation rate | 62.1% | 46.4%+15.6pp | 55.0%+7.1pp | 68.3%-6.2pp |
| Annual return | 31.46% | 500.19%-468.7pp | 528.60%-497.1pp | 40.90%-9.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $238 | $1,199-80.2% | $1,826-87.0% | $4,212-94.4% |
| Admin fee / account holder | $44 | $1,993-97.8% | $2,491-98.2% | $7,344-99.4% |