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 | $688 | $30,588-97.8% | $53,898-98.7% | $85,563-99.2% |
| Participation rate | 8.8% | 26.3%-17.5pp | 55.0%-46.2pp | 66.0%-57.2pp |
| Annual return | 42.18% | 50.42%-8.2pp | 528.60%-486.4pp | 31.51%+10.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $39 | $848-95.4% | $1,826-97.9% | $4,375-99.1% |
| Admin fee / account holder | $4 | $1,879-99.8% | $2,491-99.8% | $834-99.5% |