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 5-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 | $1,148 | $34,934-96.7% | $56,411-98.0% | $74,495-98.5% |
| Participation rate | 68.9% | 32.8%+36.1pp | 52.5%+16.5pp | 67.2%+1.7pp |
| Annual return | 14.43% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $307 | $1,170-73.8% | $1,952-84.3% | $4,346-92.9% |
| Admin fee / account holder | $17 | $2,364-99.3% | $2,829-99.4% | $1,942-99.1% |