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 | $1,461 | $31,310-95.3% | $53,898-97.3% | $74,304-98.0% |
| Participation rate | 69.0% | 30.7%+38.3pp | 55.0%+14.0pp | 60.3%+8.7pp |
| Annual return | 21.25% | 23.16%-1.9pp | 528.60%-507.4pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $406 | $934-56.6% | $1,826-77.8% | $3,767-89.2% |
| Admin fee / account holder | $208 | $2,175-90.5% | $2,491-91.7% | $2,969-93.0% |