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.
Participant 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 | $459 | $49,173-99.1% | $121,098-99.6% | $75,163-99.4% |
| Participation rate | 66.7% | 55.4%+11.3pp | 69.5%-2.8pp | 67.2%-0.5pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $286 | $2,628-89.1% | $4,080-93.0% | $4,125-93.1% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |