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 | $22,404 | $171,865-87.0% | $149,718-85.0% | $147,584-84.8% |
| Participation rate | 31.8% | 88.2%-56.4pp | 87.1%-55.3pp | 82.8%-51.0pp |
| Annual return | 16.77% | 2113.22%-2096.4pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $981 | $7,271-86.5% | $6,569-85.1% | $5,439-82.0% |
| Admin fee / account holder | $9 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |