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 10-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 | $13,032 | $197,825-93.4% | $155,790-91.6% | $125,391-89.6% |
| Participation rate | 55.6% | 82.1%-26.5pp | 76.1%-20.5pp | 83.2%-27.6pp |
| Annual return | -3.19% | 86.74%-89.9pp | 71.54%-74.7pp | 282.22%-285.4pp |
| Employer contribution / active EE | $600 | $4,847-87.6% | $3,836-84.4% | $4,866-87.7% |
| Participant deferral / active EE | $722 | $5,630-87.2% | $4,797-84.9% | $5,352-86.5% |
| Admin fee / account holder | $160 | $9,545-98.3% | $7,478-97.9% | $9,540-98.3% |