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 | $8,577 | $105,181-91.8% | $159,436-94.6% | $85,850-90.0% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.8%-48.2pp | 69.3%-34.7pp |
| Annual return | 23.01% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.5pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,868 | $5,945-51.8% | $7,352-61.0% | $3,952-27.4% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |