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 4-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 | $6,411 | $190,805-96.6% | $159,960-96.0% | $134,475-95.2% |
| Participation rate | 46.2% | 81.9%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,472 | $6,923-49.8% | $6,182-43.8% | $6,400-45.7% |
| Admin fee / account holder | $45 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |