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 | $876 | $198,836-99.6% | $103,333-99.2% | - |
| Participation rate | 34.3% | 60.8%-26.5pp | 74.5%-40.2pp | - |
| Annual return | 9.58% | 12.43%-2.8pp | 24.88%-15.3pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,868-100.0% | - |
| Participant deferral / active EE | $260 | $3,407-92.4% | $5,057-94.9% | - |
| Admin fee / account holder | $145 | $10,004-98.6% | $8,355-98.3% | - |