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 10-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 | $2,422 | $75,963-96.8% | $97,995-97.5% | $70,131-96.5% |
| Participation rate | 13.8% | 77.0%-63.2pp | 82.4%-68.6pp | 69.5%-55.7pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $403 | $4,053-90.1% | $5,097-92.1% | $3,332-87.9% |
| Admin fee / account holder | $34 | $5,407-99.4% | $5,943-99.4% | $4,645-99.3% |