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 | $2,982 | $77,314-96.1% | $177,989-98.3% | $80,856-96.3% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.6%-24.8pp |
| Annual return | 15.33% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $708 | $4,411-83.9% | $6,276-88.7% | $4,296-83.5% |
| Admin fee / account holder | $46 | $7,191-99.4% | $10,363-99.6% | $6,918-99.3% |