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 10-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 | $13,117 | $105,998-87.6% | $92,233-85.8% | $147,584-91.1% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 30.10% | 50.05%-19.9pp | 176.28%-146.2pp | 578.55%-548.4pp |
| Employer contribution / active EE | $1,347 | $4,333-68.9% | $3,679-63.4% | $4,876-72.4% |
| Participant deferral / active EE | $3,357 | $4,478-25.0% | $3,897-13.8% | $5,439-38.3% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |