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 | $1,833 | $61,774-97.0% | $97,226-98.1% | $80,856-97.7% |
| Participation rate | 42.3% | 63.5%-21.2pp | 72.7%-30.4pp | 67.6%-25.3pp |
| Annual return | 16.51% | -557.90%+574.4pp | 75.13%-58.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $354 | $3,029-88.3% | $4,264-91.7% | $4,296-91.8% |
| Admin fee / account holder | $76 | $5,166-98.5% | $5,654-98.6% | $6,918-98.9% |