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 | $1,633 | $107,452-98.5% | $91,541-98.2% | $142,382-98.9% |
| Participation rate | 69.6% | 75.1%-5.5pp | 69.8%-0.2pp | 80.1%-10.6pp |
| Annual return | 13.72% | 22.06%-8.3pp | 20.50%-6.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $561 | $4,754-88.2% | $4,008-86.0% | $6,507-91.4% |
| Admin fee / account holder | $224 | $8,834-97.5% | $6,956-96.8% | $12,624-98.2% |