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 6-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 | $338 | $69,763-99.5% | $67,502-99.5% | $74,495-99.5% |
| Participation rate | 26.7% | 71.4%-44.7pp | 72.9%-46.2pp | 67.2%-40.5pp |
| Annual return | 17.40% | -40.34%+57.7pp | 3512.12%-3494.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $44 | $3,636-98.8% | $4,000-98.9% | $4,346-99.0% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-99.9% |