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 6-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 | $1,659 | $147,538-98.9% | $150,045-98.9% | $117,739-98.6% |
| Participation rate | 0.6% | 72.5%-71.9pp | 82.3%-81.7pp | 76.6%-76.0pp |
| Annual return | 19.19% | 16.95%+2.2pp | 62.55%-43.4pp | 17.29%+1.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $4,693-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $2 | $8,925-100.0% | $7,997-100.0% | $6,128-100.0% |
| Admin fee / account holder | $160 | $125+27.7% | $13,435-98.8% | $112+43.0% |