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 | $6,085 | $45,863-86.7% | $77,024-92.1% | $68,494-91.1% |
| Participation rate | 69.8% | 55.9%+13.9pp | 67.9%+1.9pp | 67.9%+1.9pp |
| Annual return | -10.44% | 1.72%-12.2pp | 42.32%-52.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $582 | $2,962-80.4% | $4,426-86.9% | $4,027-85.6% |
| Admin fee / account holder | $28 | $3,041-99.1% | $5,425-99.5% | $5,403-99.5% |