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 | $7,301 | $108,642-93.3% | $74,701-90.2% | $152,861-95.2% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 41.84% | 114.06%-72.2pp | 752.92%-711.1pp | 345.32%-303.5pp |
| Employer contribution / active EE | $2,544 | $1,503+69.3% | $1,084+134.8% | $4,762-46.6% |
| Participant deferral / active EE | $1,767 | $2,712-34.9% | $1,964-10.0% | $5,850-69.8% |
| Admin fee / account holder | $63 | $4,902-98.7% | $3,333-98.1% | $11,596-99.5% |