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 3-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 | $6,914 | $110,257-93.7% | $96,544-92.8% | $139,434-95.0% |
| Participation rate | 60.9% | 78.1%-17.2pp | 76.0%-15.1pp | 80.3%-19.4pp |
| Annual return | 0.00% | 26.32%-26.3pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,255 | $3,620-65.3% | $2,965-57.7% | $4,751-73.6% |
| Participant deferral / active EE | $2,783 | $5,548-49.8% | $4,851-42.6% | $6,710-58.5% |
| Admin fee / account holder | $240 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |