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 | $1,512 | $53,516-97.2% | $126,539-98.8% | $84,808-98.2% |
| Participation rate | 64.2% | 58.2%+5.9pp | 69.8%-5.7pp | 68.3%-4.2pp |
| Annual return | 20.92% | 58.34%-37.4pp | 425.95%-405.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $348 | $2,671-87.0% | $4,083-91.5% | $4,212-91.7% |
| Admin fee / account holder | $4 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |