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 | $1,465 | $54,229-97.3% | $70,092-97.9% | $68,494-97.9% |
| Participation rate | 56.8% | 64.5%-7.7pp | 70.5%-13.7pp | 67.9%-11.1pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $423 | $2,018-79.1% | $2,559-83.5% | $2,596-83.7% |
| Participant deferral / active EE | $498 | $2,956-83.1% | $3,849-87.1% | $4,027-87.6% |
| Admin fee / account holder | $54 | $4,694-98.8% | $6,267-99.1% | $5,403-99.0% |