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 | $3,740 | $102,604-96.4% | $86,188-95.7% | $139,434-97.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 53.18% | 1922.51%-1869.3pp | 1168.45%-1115.3pp | 372.94%-319.8pp |
| Employer contribution / active EE | $971 | $3,032-68.0% | $2,380-59.2% | $4,751-79.6% |
| Participant deferral / active EE | $1,371 | $4,676-70.7% | $3,985-65.6% | $6,710-79.6% |
| Admin fee / account holder | $214 | $8,657-97.5% | $6,852-96.9% | $11,403-98.1% |