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 8-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 | $3,745 | $59,107-93.7% | $86,436-95.7% | $68,494-94.5% |
| Participation rate | 29.1% | 75.2%-46.2pp | 80.3%-51.2pp | 67.9%-38.8pp |
| Annual return | -14.45% | -0.23%-14.2pp | 4394.89%-4409.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $532 | $5,901-91.0% | $6,952-92.4% | $4,027-86.8% |
| Admin fee / account holder | $15 | $5,637-99.7% | $6,731-99.8% | $5,403-99.7% |