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 | $7,416 | $73,933-90.0% | $96,683-92.3% | $75,163-90.1% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $901 | $2,928-69.2% | $3,737-75.9% | $2,670-66.3% |
| Participant deferral / active EE | $1,342 | $3,659-63.3% | $4,878-72.5% | $4,125-67.5% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |