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.
Employer 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 | $10,819 | $68,346-84.2% | $94,646-88.6% | $75,163-85.6% |
| Participation rate | 35.5% | 76.1%-40.6pp | 80.8%-45.3pp | 67.2%-31.7pp |
| Annual return | 66.70% | 616.93%-550.2pp | 156.71%-90.0pp | 160.62%-93.9pp |
| Employer contribution / active EE | $6 | $2,701-99.8% | $3,672-99.8% | $2,670-99.8% |
| Participant deferral / active EE | $2,947 | $6,537-54.9% | $7,418-60.3% | $4,125-28.6% |
| Admin fee / account holder | $99 | $5,326-98.1% | $7,231-98.6% | $5,651-98.3% |