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 9-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 | $8,433 | $75,828-88.9% | $147,614-94.3% | $59,632-85.9% |
| Participation rate | 51.1% | 71.6%-20.5pp | 84.6%-33.5pp | 68.7%-17.6pp |
| Annual return | -1.20% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $377 | $3,485-89.2% | $5,564-93.2% | $2,203-82.9% |
| Participant deferral / active EE | $640 | $3,130-79.6% | $4,895-86.9% | $3,192-80.0% |
| Admin fee / account holder | $143 | $5,985-97.6% | $11,611-98.8% | $4,297-96.7% |