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 3-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 | $588 | $34,934-98.3% | $56,411-99.0% | $74,495-99.2% |
| Participation rate | 26.3% | 32.8%-6.5pp | 52.5%-26.2pp | 67.2%-40.9pp |
| Annual return | 25.57% | 25.94%-0.4pp | 1701.33%-1675.8pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $164 | $1,170-86.0% | $1,952-91.6% | $4,346-96.2% |
| Admin fee / account holder | $81 | $2,364-96.6% | $2,829-97.1% | $1,942-95.8% |