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 3-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 | $3,497 | $111,724-96.9% | $93,606-96.3% | $145,922-97.6% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 19.51% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $874 | $3,090-71.7% | $2,420-63.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,495 | $4,912-69.6% | $4,411-66.1% | $6,688-77.6% |
| Admin fee / account holder | $178 | $10,250-98.3% | $8,285-97.9% | $13,397-98.7% |