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 4-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 | $860 | $57,281-98.5% | $86,612-99.0% | $75,163-98.9% |
| Participation rate | 61.3% | 63.2%-1.9pp | 71.7%-10.4pp | 67.2%-5.9pp |
| Annual return | 85.00% | 2670.75%-2585.7pp | 591.07%-506.1pp | 160.62%-75.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $414 | $3,318-87.5% | $4,438-90.7% | $4,125-90.0% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |