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 | $2,473 | $42,894-94.2% | $60,874-95.9% | $68,494-96.4% |
| Participation rate | 42.9% | 66.8%-23.9pp | 73.1%-30.3pp | 67.9%-25.0pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $464 | $1,978-76.6% | $2,701-82.8% | $2,596-82.1% |
| Participant deferral / active EE | $597 | $2,867-79.2% | $3,817-84.3% | $4,027-85.2% |
| Admin fee / account holder | $10 | $3,101-99.7% | $3,224-99.7% | $5,403-99.8% |