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 | $11,857 | $100,754-88.2% | $86,677-86.3% | $134,475-91.2% |
| Participation rate | 26.1% | 78.9%-52.8pp | 76.6%-50.5pp | 81.2%-55.1pp |
| Annual return | -18.24% | 29.04%-47.3pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,031 | $5,338-80.7% | $4,656-77.8% | $6,400-83.9% |
| Admin fee / account holder | $46 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |