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 | $2,092 | $43,723-95.2% | $121,196-98.3% | $64,186-96.7% |
| Participation rate | 23.2% | 58.3%-35.1pp | 71.7%-48.6pp | 69.6%-46.4pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $707 | $2,280-69.0% | $3,344-78.9% | $3,470-79.6% |
| Admin fee / account holder | $137 | $3,501-96.1% | $5,019-97.3% | $4,888-97.2% |