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 4-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 | $1,878 | $60,989-96.9% | $60,874-96.9% | $66,914-97.2% |
| Participation rate | 9.5% | 74.5%-65.0pp | 73.1%-63.6pp | 69.8%-60.3pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.90%-16.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $183 | $3,615-94.9% | $3,817-95.2% | $4,237-95.7% |
| Admin fee / account holder | $19 | $338-94.4% | $3,224-99.4% | $593-96.8% |