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 9-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 | $1,147 | $96,305-98.8% | $80,569-98.6% | $139,434-99.2% |
| Participation rate | 34.8% | 73.6%-38.8pp | 67.0%-32.2pp | 80.3%-45.5pp |
| Annual return | 43.84% | 1350.08%-1306.2pp | 935.43%-891.6pp | 372.94%-329.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $121 | $5,232-97.7% | $4,447-97.3% | $6,710-98.2% |
| Admin fee / account holder | $219 | $6,599-96.7% | $5,377-95.9% | $11,403-98.1% |