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 7-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 | $651 | $31,310-97.9% | $53,898-98.8% | $74,304-99.1% |
| Participation rate | 30.0% | 30.7%-0.7pp | 55.0%-25.0pp | 60.3%-30.3pp |
| Annual return | 16.93% | 23.16%-6.2pp | 528.60%-511.7pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $90 | $934-90.4% | $1,826-95.1% | $3,767-97.6% |
| Admin fee / account holder | $106 | $2,175-95.1% | $2,491-95.8% | $2,969-96.4% |