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 | $3,773 | $100,923-96.3% | $150,045-97.5% | $74,304-94.9% |
| Participation rate | 6.0% | 70.1%-64.0pp | 82.3%-76.3pp | 60.3%-54.3pp |
| Annual return | 25.98% | 51.77%-25.8pp | 62.55%-36.6pp | 29.43%-3.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $61 | $6,709-99.1% | $7,997-99.2% | $3,767-98.4% |
| Admin fee / account holder | $207 | $2,767-92.5% | $13,435-98.5% | $2,969-93.0% |