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 | $15,047 | $176,662-91.5% | $130,648-88.5% | $152,861-90.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.4%-26.9pp |
| Annual return | 26.44% | 2692.24%-2665.8pp | 1708.96%-1682.5pp | 345.32%-318.9pp |
| Employer contribution / active EE | $741 | $5,742-87.1% | $4,092-81.9% | $4,762-84.4% |
| Participant deferral / active EE | $2,435 | $4,361-44.2% | $3,603-32.4% | $5,850-58.4% |
| Admin fee / account holder | $10 | $7,133-99.9% | $5,464-99.8% | $11,596-99.9% |