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 | $613 | $27,915-97.8% | $58,482-99.0% | $75,163-99.2% |
| Participation rate | 58.1% | 38.8%+19.2pp | 50.9%+7.2pp | 67.2%-9.1pp |
| Annual return | 16.22% | 44.20%-28.0pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $161 | $1,201-86.6% | $1,924-91.6% | $4,125-96.1% |
| Admin fee / account holder | $43 | $1,726-97.5% | $2,516-98.3% | $5,651-99.2% |