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 4-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 | $11,990 | $64,119-81.3% | $112,228-89.3% | $66,914-82.1% |
| Participation rate | 9.2% | 68.5%-59.3pp | 75.1%-65.9pp | 69.8%-60.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $150 | $3,693-95.9% | $4,728-96.8% | $4,237-96.5% |
| Admin fee / account holder | $76 | $625-87.8% | $6,410-98.8% | $593-87.2% |