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 | $5,126 | $60,022-91.5% | $88,946-94.2% | $84,808-94.0% |
| Participation rate | 19.6% | 57.8%-38.2pp | 68.8%-49.2pp | 68.3%-48.7pp |
| Annual return | 20.87% | 22.43%-1.6pp | 57.82%-36.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $119 | $3,114-96.2% | $4,581-97.4% | $4,212-97.2% |
| Admin fee / account holder | $21 | $4,811-99.6% | $8,261-99.8% | $7,344-99.7% |