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 | $2,437 | $158,398-98.5% | $126,539-98.1% | $142,382-98.3% |
| Participation rate | 54.5% | 75.8%-21.3pp | 69.8%-15.3pp | 80.1%-25.6pp |
| Annual return | 31.13% | 593.76%-562.6pp | 425.95%-394.8pp | 217.08%-185.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $639 | $4,767-86.6% | $4,083-84.3% | $6,507-90.2% |
| Admin fee / account holder | $105 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |