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 5-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 | $1,255 | $73,360-98.3% | $177,989-99.3% | $74,495-98.3% |
| Participation rate | 47.9% | 66.6%-18.7pp | 77.1%-29.1pp | 67.2%-19.3pp |
| Annual return | 0.00% | 17.49%-17.5pp | 294.48%-294.5pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $669 | $4,513-85.2% | $6,276-89.3% | $4,346-84.6% |
| Admin fee / account holder | $66 | $1,808-96.3% | $10,363-99.4% | $1,942-96.6% |