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 | $4,288 | $42,894-90.0% | $60,874-93.0% | $68,494-93.7% |
| Participation rate | 10.5% | 66.8%-56.3pp | 73.1%-62.6pp | 67.9%-57.4pp |
| Annual return | -9.52% | -13.98%+4.5pp | 16.90%-26.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $220 | $2,867-92.3% | $3,817-94.2% | $4,027-94.5% |
| Admin fee / account holder | $16 | $3,101-99.5% | $3,224-99.5% | $5,403-99.7% |