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 7-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 | $4,609 | $104,486-95.6% | $76,817-94.0% | $152,861-97.0% |
| Participation rate | 21.4% | 76.6%-55.2pp | 72.1%-50.7pp | 82.4%-61.0pp |
| Annual return | 31.37% | 1013.37%-982.0pp | 1166.11%-1134.7pp | 345.32%-313.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,177 | $4,236-72.2% | $3,336-64.7% | $5,850-79.9% |
| Admin fee / account holder | $12 | $12,275-99.9% | $6,420-99.8% | $11,596-99.9% |