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 6-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 | $4,335 | $99,919-95.7% | - | $158,922-97.3% |
| Participation rate | 33.3% | 71.6%-38.2pp | - | 82.0%-48.6pp |
| Annual return | 0.00% | 35.31%-35.3pp | - | 302.83%-302.8pp |
| Employer contribution / active EE | $309 | $3,686-91.6% | - | $4,761-93.5% |
| Participant deferral / active EE | $1,094 | $4,771-77.1% | - | $5,982-81.7% |
| Admin fee / account holder | $2 | $2,820-99.9% | - | $11,246-100.0% |