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 6-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 | $22,466 | $76,367-70.6% | $93,606-76.0% | $72,985-69.2% |
| Participation rate | 53.3% | 71.7%-18.4pp | 75.8%-22.5pp | 69.5%-16.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $483 | $3,538-86.3% | $4,069-88.1% | $3,607-86.6% |
| Admin fee / account holder | $98 | $6,838-98.6% | $7,888-98.8% | $5,124-98.1% |