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.
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 | $17,616 | $226,064-92.2% | $182,532-90.3% | $152,861-88.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 95.19% | 192.51%-97.3pp | 148.54%-53.4pp | 345.32%-250.1pp |
| Employer contribution / active EE | $349 | $4,978-93.0% | $4,076-91.4% | $4,762-92.7% |
| Participant deferral / active EE | $1,763 | $6,368-72.3% | $5,524-68.1% | $5,850-69.9% |
| Admin fee / account holder | $85 | $10,703-99.2% | $8,592-99.0% | $11,596-99.3% |