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 | $20,347 | $150,440-86.5% | $136,294-85.1% | $147,584-86.2% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 26.37% | 1049.08%-1022.7pp | 5155.94%-5129.6pp | 578.55%-552.2pp |
| Employer contribution / active EE | $1,145 | $5,256-78.2% | $4,695-75.6% | $4,876-76.5% |
| Participant deferral / active EE | $3,726 | $6,630-43.8% | $6,247-40.4% | $5,439-31.5% |
| Admin fee / account holder | $122 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |