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 10-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 | $16,616 | $112,300-85.2% | $90,223-81.6% | $125,391-86.7% |
| Participation rate | 46.2% | 82.9%-36.7pp | 79.0%-32.9pp | 83.2%-37.0pp |
| Annual return | -2.78% | -0.57%-2.2pp | 1.31%-4.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,524 | $6,733-77.4% | $5,792-73.7% | $5,352-71.5% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |