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 | $4,206 | $81,248-94.8% | $155,509-97.3% | $80,856-94.8% |
| Participation rate | 25.7% | 66.2%-40.5pp | 78.2%-52.5pp | 67.6%-41.9pp |
| Annual return | 12.94% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $464 | $3,452-86.6% | $5,626-91.7% | $4,296-89.2% |
| Admin fee / account holder | $14 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |