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 | $2,871 | $78,926-96.4% | $136,749-97.9% | $84,808-96.6% |
| Participation rate | 37.2% | 62.2%-24.9pp | 72.1%-34.9pp | 68.3%-31.1pp |
| Annual return | 25.41% | 18.17%+7.2pp | 24.33%+1.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $456 | $3,168-85.6% | $4,692-90.3% | $4,212-89.2% |
| Admin fee / account holder | $22 | $6,369-99.7% | $11,386-99.8% | $7,344-99.7% |