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 | $6,496 | $82,978-92.2% | $129,995-95.0% | $71,457-90.9% |
| Participation rate | 10.4% | 74.1%-63.7pp | 78.5%-68.1pp | 67.9%-57.5pp |
| Annual return | 26.13% | 20.60%+5.5pp | -137.18%+163.3pp | 28.85%-2.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $448 | $4,432-89.9% | $5,820-92.3% | $4,289-89.6% |
| Admin fee / account holder | $26 | $1,729-98.5% | $10,614-99.8% | $1,587-98.4% |