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 | $2,210 | $68,547-96.8% | $120,354-98.2% | $80,856-97.3% |
| Participation rate | 42.3% | 61.6%-19.3pp | 71.9%-29.6pp | 67.6%-25.3pp |
| Annual return | 15.02% | 23.60%-8.6pp | 107.15%-92.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $373 | $3,173-88.3% | $4,991-92.5% | $4,296-91.3% |
| Admin fee / account holder | $30 | $5,732-99.5% | $9,423-99.7% | $6,918-99.6% |