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 | $955 | $62,127-98.5% | $81,382-98.8% | $74,495-98.7% |
| Participation rate | 31.0% | 64.0%-33.1pp | 69.5%-38.5pp | 67.2%-36.2pp |
| Annual return | 16.63% | 16.48%+0.1pp | 24.73%-8.1pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $159 | $3,229-95.1% | $3,883-95.9% | $4,346-96.3% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |