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 | $9,768 | $105,931-90.8% | $81,930-88.1% | $158,922-93.9% |
| Participation rate | 15.8% | 75.6%-59.8pp | 72.0%-56.2pp | 82.0%-66.2pp |
| Annual return | 34.88% | 38.17%-3.3pp | 29.49%+5.4pp | 302.83%-267.9pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,309 | $13,003-89.9% | $7,107-81.6% | $5,982-78.1% |
| Admin fee / account holder | $28 | $8,489-99.7% | $5,158-99.5% | $11,246-99.7% |