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 | $829 | $20,316-95.9% | $66,042-98.7% | $74,304-98.9% |
| Participation rate | 37.6% | 62.8%-25.2pp | 67.5%-29.9pp | 60.3%-22.8pp |
| Annual return | 30.79% | 28.10%+2.7pp | 52.11%-21.3pp | 29.43%+1.4pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $264 | $1,615-83.6% | $2,835-90.7% | $3,767-93.0% |
| Admin fee / account holder | $130 | $1,668-92.2% | $5,747-97.7% | $2,969-95.6% |