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 5-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 | $4,903 | $57,541-91.5% | $95,745-94.9% | $75,163-93.5% |
| Participation rate | 65.3% | 62.5%+2.8pp | 72.3%-7.0pp | 67.2%-1.9pp |
| Annual return | 128.35% | 34.93%+93.4pp | 28.35%+100.0pp | 160.62%-32.3pp |
| Employer contribution / active EE | $2 | $1,808-99.9% | $2,835-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $1,604 | $3,074-47.8% | $4,245-62.2% | $4,125-61.1% |
| Admin fee / account holder | $40 | $4,099-99.0% | $5,678-99.3% | $5,651-99.3% |