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 3-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 | $1,601 | $78,926-98.0% | $136,749-98.8% | $84,808-98.1% |
| Participation rate | 44.4% | 62.2%-17.7pp | 72.1%-27.7pp | 68.3%-23.9pp |
| Annual return | 26.74% | 18.17%+8.6pp | 24.33%+2.4pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $365 | $3,168-88.5% | $4,692-92.2% | $4,212-91.3% |
| Admin fee / account holder | $208 | $6,369-96.7% | $11,386-98.2% | $7,344-97.2% |