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 10-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 | $11,541 | $60,124-80.8% | $90,404-87.2% | $79,858-85.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 12.08% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $726 | $2,068-64.9% | $3,262-77.7% | $2,471-70.6% |
| Participant deferral / active EE | $1,558 | $2,938-47.0% | $3,963-60.7% | $3,740-58.3% |
| Admin fee / account holder | $233 | $3,976-94.1% | $5,611-95.8% | $5,306-95.6% |