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 3-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 | $584 | $54,705-98.9% | $71,209-99.2% | $84,808-99.3% |
| Participation rate | 69.0% | 64.1%+5.0pp | 73.8%-4.7pp | 68.3%+0.7pp |
| Annual return | 21.46% | 35.90%-14.4pp | 282.51%-261.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $198 | $3,030-93.5% | $4,175-95.3% | $4,212-95.3% |
| Admin fee / account holder | $27 | $4,863-99.4% | $5,349-99.5% | $7,344-99.6% |