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 7-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 | $5,497 | $76,000-92.8% | $154,107-96.4% | $64,186-91.4% |
| Participation rate | 40.3% | 70.4%-30.1pp | 83.0%-42.7pp | 69.6%-29.3pp |
| Annual return | -7.76% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $758 | $3,175-76.1% | $5,081-85.1% | $3,470-78.1% |
| Admin fee / account holder | $70 | $5,596-98.8% | $13,411-99.5% | $4,888-98.6% |