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.
Employer 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 | $4,476 | $65,395-93.2% | $182,532-97.5% | $72,985-93.9% |
| Participation rate | 32.6% | 65.4%-32.9pp | 78.0%-45.4pp | 69.5%-36.9pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $187 | $1,911-90.2% | $4,076-95.4% | $2,440-92.3% |
| Participant deferral / active EE | $1,289 | $3,563-63.8% | $5,524-76.7% | $3,607-64.3% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |