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 | $3,552 | $27,839-87.2% | $58,482-93.9% | $71,457-95.0% |
| Participation rate | 5.1% | 34.5%-29.5pp | 50.9%-45.8pp | 67.9%-62.8pp |
| Annual return | 28.93% | 26.81%+2.1pp | 4239.32%-4210.4pp | 28.85%+0.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $155 | $1,206-87.1% | $1,924-91.9% | $4,289-96.4% |
| Admin fee / account holder | $17 | $1,641-99.0% | $2,516-99.3% | $1,587-98.9% |