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 | $743 | $77,899-99.0% | $149,673-99.5% | $75,163-99.0% |
| Participation rate | 40.5% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.7pp |
| Annual return | 30.28% | 31.72%-1.4pp | 134.42%-104.1pp | 160.62%-130.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $240 | $3,411-93.0% | $5,680-95.8% | $4,125-94.2% |
| Admin fee / account holder | $52 | $5,956-99.1% | $13,210-99.6% | $5,651-99.1% |