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 | $2,313 | $91,190-97.5% | $178,490-98.7% | $79,858-97.1% |
| Participation rate | 13.9% | 69.2%-55.3pp | 81.9%-68.0pp | 69.6%-55.7pp |
| Annual return | 22.99% | 24.19%-1.2pp | 151.07%-128.1pp | 31.71%-8.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $402 | $3,236-87.6% | $5,202-92.3% | $3,740-89.2% |
| Admin fee / account holder | $224 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |