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 7-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 | $4,344 | $31,679-86.3% | $74,701-94.2% | $65,185-93.3% |
| Participation rate | 13.7% | 40.4%-26.7pp | 54.5%-40.8pp | 70.2%-56.5pp |
| Annual return | 0.00% | 39.04%-39.0pp | 752.92%-752.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $221 | $566-61.0% | $1,084-79.6% | $2,177-89.9% |
| Participant deferral / active EE | $362 | $1,191-69.6% | $1,964-81.6% | $3,514-89.7% |
| Admin fee / account holder | $9 | $379-97.7% | $3,333-99.7% | $847-99.0% |