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 8-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 | $5,788 | $202,318-97.1% | $172,739-96.6% | $152,861-96.2% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 87.56% | 1029.65%-942.1pp | 802.84%-715.3pp | 345.32%-257.8pp |
| Employer contribution / active EE | $713 | $5,856-87.8% | $5,143-86.1% | $4,762-85.0% |
| Participant deferral / active EE | $2,255 | $5,948-62.1% | $5,198-56.6% | $5,850-61.4% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |