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 | $1,758 | $56,317-96.9% | $71,209-97.5% | $74,304-97.6% |
| Participation rate | 39.3% | 55.1%-15.8pp | 73.8%-34.5pp | 60.3%-21.1pp |
| Annual return | 22.33% | 42.83%-20.5pp | 282.51%-260.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $303 | $2,788-89.1% | $4,175-92.7% | $3,767-92.0% |
| Admin fee / account holder | $47 | $2,290-98.0% | $5,349-99.1% | $2,969-98.4% |