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 7-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 | $10,598 | $64,119-83.5% | $112,228-90.6% | $66,914-84.2% |
| Participation rate | 9.9% | 68.5%-58.5pp | 75.1%-65.1pp | 69.8%-59.9pp |
| Annual return | -16.22% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $348 | $3,693-90.6% | $4,728-92.6% | $4,237-91.8% |
| Admin fee / account holder | $60 | $625-90.4% | $6,410-99.1% | $593-89.8% |