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 | $9,937 | $50,958-80.5% | $74,550-86.7% | $64,186-84.5% |
| Participation rate | 20.7% | 61.1%-40.4pp | 69.1%-48.5pp | 69.6%-48.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,477 | $1,115+32.4% | $1,961-24.7% | $2,381-38.0% |
| Participant deferral / active EE | $2,986 | $2,301+29.8% | $3,108-3.9% | $3,470-13.9% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |