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 10-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 | $9,881 | $105,998-90.7% | $92,233-89.3% | $147,584-93.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 23.78% | 50.05%-26.3pp | 176.28%-152.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,137 | $4,333-73.8% | $3,679-69.1% | $4,876-76.7% |
| Participant deferral / active EE | $2,062 | $4,478-54.0% | $3,897-47.1% | $5,439-62.1% |
| Admin fee / account holder | $5 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |