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 8-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 | $4,680 | $50,958-90.8% | $74,550-93.7% | $64,186-92.7% |
| Participation rate | 16.5% | 61.1%-44.6pp | 69.1%-52.7pp | 69.6%-53.1pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $334 | $1,115-70.0% | $1,961-82.9% | $2,381-86.0% |
| Participant deferral / active EE | $561 | $2,301-75.6% | $3,108-81.9% | $3,470-83.8% |
| Admin fee / account holder | $45 | $4,223-98.9% | $5,060-99.1% | $4,888-99.1% |