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 8-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 | $6,166 | $48,570-87.3% | $130,648-95.3% | $72,985-91.6% |
| Participation rate | 37.5% | 58.6%-21.1pp | 71.7%-34.2pp | 69.5%-32.0pp |
| Annual return | 34.20% | 38.63%-4.4pp | 1708.96%-1674.8pp | 81.00%-46.8pp |
| Employer contribution / active EE | $755 | $1,334-43.4% | $4,092-81.5% | $2,440-69.0% |
| Participant deferral / active EE | $1,314 | $2,384-44.9% | $3,603-63.5% | $3,607-63.6% |
| Admin fee / account holder | $72 | $3,549-98.0% | $5,464-98.7% | $5,124-98.6% |