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 | $1,019 | $62,127-98.4% | $81,382-98.7% | $74,495-98.6% |
| Participation rate | 10.1% | 64.0%-53.9pp | 69.5%-59.4pp | 67.2%-57.1pp |
| Annual return | 15.29% | 16.48%-1.2pp | 24.73%-9.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $45 | $3,229-98.6% | $3,883-98.8% | $4,346-99.0% |
| Admin fee / account holder | $84 | $1,934-95.7% | $5,768-98.5% | $1,942-95.7% |