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 | $2,707 | $64,707-95.8% | $112,228-97.6% | $68,494-96.0% |
| Participation rate | 16.5% | 67.2%-50.7pp | 75.1%-58.6pp | 67.9%-51.4pp |
| Annual return | 60.11% | -11.40%+71.5pp | 27.45%+32.7pp | -7.84%+68.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $463 | $3,565-87.0% | $4,728-90.2% | $4,027-88.5% |
| Admin fee / account holder | $5 | $5,232-99.9% | $6,410-99.9% | $5,403-99.9% |