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 4-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 | $7,824 | $57,281-86.3% | $86,612-91.0% | $75,163-89.6% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 37.05% | 2670.75%-2633.7pp | 591.07%-554.0pp | 160.62%-123.6pp |
| Employer contribution / active EE | $1,083 | $2,314-53.2% | $3,022-64.2% | $2,670-59.5% |
| Participant deferral / active EE | $2,000 | $3,318-39.7% | $4,438-54.9% | $4,125-51.5% |
| Admin fee / account holder | $132 | $4,112-96.8% | $5,614-97.6% | $5,651-97.7% |