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 8-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 | $1,428 | $53,596-97.3% | $90,645-98.4% | $64,186-97.8% |
| Participation rate | 19.0% | 64.5%-45.5pp | 74.0%-55.0pp | 69.6%-50.5pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.88%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $294 | $2,459-88.0% | $3,425-91.4% | $3,470-91.5% |
| Admin fee / account holder | $2 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |