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 5-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 | $5,233 | $227,553-97.7% | $189,557-97.2% | $167,490-96.9% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.4%-42.1pp | 82.1%-45.7pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $742 | $5,316-86.1% | $4,412-83.2% | $4,837-84.7% |
| Participant deferral / active EE | $1,083 | $7,002-84.5% | $6,174-82.5% | $6,341-82.9% |
| Admin fee / account holder | $10 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |