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 | $907 | $48,265-98.1% | $68,791-98.7% | $68,494-98.7% |
| Participation rate | 59.6% | 60.7%-1.1pp | 69.0%-9.4pp | 67.9%-8.3pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $372 | $1,829-79.7% | $2,655-86.0% | $2,596-85.7% |
| Participant deferral / active EE | $698 | $2,867-75.7% | $3,941-82.3% | $4,027-82.7% |
| Admin fee / account holder | $228 | $4,355-94.8% | $4,932-95.4% | $5,403-95.8% |