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.
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 | $14,244 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 727.44% | 166.71%+560.7pp | 134.42%+593.0pp | 372.94%+354.5pp |
| Employer contribution / active EE | $1,592 | $5,474-70.9% | $4,818-67.0% | $4,751-66.5% |
| Participant deferral / active EE | $2,953 | $6,519-54.7% | $5,680-48.0% | $6,710-56.0% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |