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 8-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 | $11,142 | $112,881-90.1% | $90,951-87.7% | $158,922-93.0% |
| Participation rate | 36.4% | 74.7%-38.4pp | 69.0%-32.6pp | 82.0%-45.6pp |
| Annual return | 34.95% | 215.79%-180.8pp | 134.60%-99.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $521 | $2,893-82.0% | $2,122-75.5% | $4,761-89.1% |
| Participant deferral / active EE | $1,739 | $4,128-57.9% | $3,373-48.4% | $5,982-70.9% |
| Admin fee / account holder | $39 | $8,041-99.5% | $5,959-99.3% | $11,246-99.7% |