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 3-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 | $3,627 | $57,281-93.7% | $86,612-95.8% | $75,163-95.2% |
| Participation rate | 24.3% | 63.2%-38.9pp | 71.7%-47.4pp | 67.2%-42.9pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $178 | $2,314-92.3% | $3,022-94.1% | $2,670-93.3% |
| Participant deferral / active EE | $905 | $3,318-72.7% | $4,438-79.6% | $4,125-78.1% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |