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 | $5,414 | $78,422-93.1% | $95,952-94.4% | $79,858-93.2% |
| Participation rate | 38.3% | 73.5%-35.2pp | 77.1%-38.8pp | 69.6%-31.3pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $650 | $1,945-66.6% | $2,541-74.4% | $2,471-73.7% |
| Participant deferral / active EE | $1,272 | $3,440-63.0% | $4,167-69.5% | $3,740-66.0% |
| Admin fee / account holder | $43 | $5,622-99.2% | $6,795-99.4% | $5,306-99.2% |