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 | $3,792 | $61,605-93.8% | $112,229-96.6% | $75,163-95.0% |
| Participation rate | 5.2% | 61.7%-56.5pp | 72.4%-67.3pp | 67.2%-62.0pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $179 | $3,108-94.2% | $4,798-96.3% | $4,125-95.7% |
| Admin fee / account holder | $8 | $4,862-99.8% | $7,748-99.9% | $5,651-99.9% |