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 7-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 | $5,441 | $48,570-88.8% | $130,648-95.8% | $72,985-92.5% |
| Participation rate | 39.4% | 58.6%-19.1pp | 71.7%-32.3pp | 69.5%-30.0pp |
| Annual return | 32.17% | 38.63%-6.5pp | 1708.96%-1676.8pp | 81.00%-48.8pp |
| Employer contribution / active EE | $146 | $1,334-89.0% | $4,092-96.4% | $2,440-94.0% |
| Participant deferral / active EE | $1,566 | $2,384-34.3% | $3,603-56.5% | $3,607-56.6% |
| Admin fee / account holder | $141 | $3,549-96.0% | $5,464-97.4% | $5,124-97.2% |