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 | $524 | $56,423-99.1% | $77,163-99.3% | $71,457-99.3% |
| Participation rate | 27.1% | 64.3%-37.2pp | 69.6%-42.5pp | 67.9%-40.8pp |
| Annual return | 0.00% | 19.05%-19.0pp | 37.87%-37.9pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $132 | $3,142-95.8% | $3,833-96.6% | $4,289-96.9% |
| Admin fee / account holder | $2 | $1,429-99.9% | $5,472-100.0% | $1,587-99.9% |