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 6-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 | $3,662 | $92,703-96.1% | $82,719-95.6% | $134,475-97.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.82% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $800 | $3,274-75.6% | $3,009-73.4% | $4,740-83.1% |
| Participant deferral / active EE | $800 | $4,802-83.3% | $4,395-81.8% | $6,400-87.5% |
| Admin fee / account holder | $50 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |