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 | $1,720 | $165,912-99.0% | $122,332-98.6% | $147,584-98.8% |
| Participation rate | 45.8% | 79.6%-33.7pp | 71.6%-25.8pp | 82.8%-37.0pp |
| Annual return | 9.79% | 34.55%-24.8pp | 30.27%-20.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $141 | $5,754-97.5% | $4,050-96.5% | $4,876-97.1% |
| Participant deferral / active EE | $540 | $4,005-86.5% | $3,287-83.6% | $5,439-90.1% |
| Admin fee / account holder | $24 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |