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 9-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 | $5,353 | $144,119-96.3% | $117,854-95.5% | $147,584-96.4% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,010 | $4,896-79.4% | $3,786-73.3% | $4,876-79.3% |
| Participant deferral / active EE | $2,163 | $5,316-59.3% | $4,482-51.7% | $5,439-60.2% |
| Admin fee / account holder | $247 | $10,886-97.7% | $8,020-96.9% | $10,885-97.7% |