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 | $3,752 | $104,974-96.4% | $95,585-96.1% | $142,382-97.4% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | 18.84% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $437 | $4,352-90.0% | $4,023-89.1% | $6,507-93.3% |
| Admin fee / account holder | $166 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |