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 7-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 | $3,411 | $34,308-90.1% | $74,701-95.4% | $72,985-95.3% |
| Participation rate | 34.9% | 42.4%-7.5pp | 54.5%-19.6pp | 69.5%-34.6pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $439 | $692-36.5% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $670 | $1,271-47.3% | $1,964-65.9% | $3,607-81.4% |
| Admin fee / account holder | $6 | $2,124-99.7% | $3,333-99.8% | $5,124-99.9% |