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 | $10,162 | $171,865-94.1% | $149,718-93.2% | $147,584-93.1% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 37.06% | 2113.22%-2076.2pp | 1501.63%-1464.6pp | 578.55%-541.5pp |
| Employer contribution / active EE | $1,411 | $6,275-77.5% | $5,445-74.1% | $4,876-71.1% |
| Participant deferral / active EE | $2,899 | $7,271-60.1% | $6,569-55.9% | $5,439-46.7% |
| Admin fee / account holder | $147 | $13,799-98.9% | $11,283-98.7% | $10,885-98.7% |