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 6-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 | $13,125 | $155,788-91.6% | $124,672-89.5% | $167,490-92.2% |
| Participation rate | 56.5% | 81.1%-24.6pp | 74.6%-18.1pp | 82.1%-25.6pp |
| Annual return | 17.75% | 17.97%-0.2pp | 5142.93%-5125.2pp | 478.56%-460.8pp |
| Employer contribution / active EE | $917 | $4,163-78.0% | $3,324-72.4% | $4,837-81.0% |
| Participant deferral / active EE | $3,933 | $5,673-30.7% | $4,614-14.8% | $6,341-38.0% |
| Admin fee / account holder | $201 | $9,531-97.9% | $7,493-97.3% | $12,309-98.4% |