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 7-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 | $6,293 | $108,172-94.2% | $77,482-91.9% | $158,922-96.0% |
| Participation rate | 17.6% | 64.4%-46.8pp | 54.2%-36.5pp | 82.0%-64.3pp |
| Annual return | 40.87% | 31.67%+9.2pp | 54.79%-13.9pp | 302.83%-262.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $935 | $2,456-61.9% | $1,861-49.8% | $5,982-84.4% |
| Admin fee / account holder | $18 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |