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 | $1,799 | $43,723-95.9% | $121,196-98.5% | $64,186-97.2% |
| Participation rate | 34.8% | 58.3%-23.5pp | 71.7%-37.0pp | 69.6%-34.8pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $270 | $1,296-79.2% | $4,022-93.3% | $2,381-88.7% |
| Participant deferral / active EE | $405 | $2,280-82.2% | $3,344-87.9% | $3,470-88.3% |
| Admin fee / account holder | $8 | $3,501-99.8% | $5,019-99.8% | $4,888-99.8% |