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 10-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 | $9,814 | $99,020-90.1% | $86,590-88.7% | $147,584-93.4% |
| Participation rate | 21.1% | 76.3%-55.3pp | 73.5%-52.5pp | 82.8%-61.8pp |
| Annual return | 19.62% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $113 | $3,132-96.4% | $2,839-96.0% | $4,876-97.7% |
| Participant deferral / active EE | $565 | $3,972-85.8% | $3,609-84.4% | $5,439-89.6% |
| Admin fee / account holder | $71 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |