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 | $2,130 | $54,350-96.1% | $82,719-97.4% | $68,494-96.9% |
| Participation rate | 51.1% | 63.9%-12.9pp | 72.6%-21.5pp | 67.9%-16.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $446 | $2,218-79.9% | $3,009-85.2% | $2,596-82.8% |
| Participant deferral / active EE | $636 | $3,246-80.4% | $4,395-85.5% | $4,027-84.2% |
| Admin fee / account holder | $7 | $4,395-99.8% | $5,329-99.9% | $5,403-99.9% |