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 9-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 | $8,572 | $53,127-83.9% | $86,590-90.1% | $70,131-87.8% |
| Participation rate | 59.0% | 65.3%-6.3pp | 73.5%-14.6pp | 69.5%-10.6pp |
| Annual return | 44.11% | 27.66%+16.4pp | 964.84%-920.7pp | 73.14%-29.0pp |
| Employer contribution / active EE | $876 | $2,068-57.6% | $2,839-69.1% | $2,342-62.6% |
| Participant deferral / active EE | $1,858 | $2,696-31.1% | $3,609-48.5% | $3,332-44.2% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |