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 | $1,740 | $127,065-98.6% | $113,168-98.5% | $142,382-98.8% |
| Participation rate | 53.3% | 79.2%-25.9pp | 76.6%-23.2pp | 80.1%-26.8pp |
| Annual return | 42.69% | 24.03%+18.7pp | 24.27%+18.4pp | 217.08%-174.4pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $691 | $5,716-87.9% | $5,107-86.5% | $6,507-89.4% |
| Admin fee / account holder | $204 | $15,736-98.7% | $12,068-98.3% | $12,624-98.4% |