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 | $6,443 | $158,817-95.9% | $121,196-94.7% | $135,375-95.2% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $847 | $5,665-85.0% | $4,022-78.9% | $4,779-82.3% |
| Participant deferral / active EE | $1,392 | $4,005-65.2% | $3,344-58.4% | $5,609-75.2% |
| Admin fee / account holder | $11 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |