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 | $7,344 | $42,886-82.9% | $88,946-91.7% | $85,563-91.4% |
| Participation rate | 1.1% | 37.9%-36.8pp | 68.8%-67.8pp | 66.0%-64.9pp |
| Annual return | 19.97% | 44.56%-24.6pp | 57.82%-37.8pp | 31.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $42 | $2,108-98.0% | $4,581-99.1% | $4,375-99.0% |
| Admin fee / account holder | $24 | $2,263-98.9% | $8,261-99.7% | $834-97.1% |