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 | $24,192 | $98,750-75.5% | $149,696-83.8% | $79,858-69.7% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 125.56% | 27.43%+98.1pp | 276.60%-151.0pp | 31.71%+93.8pp |
| Employer contribution / active EE | $1,599 | $3,216-50.3% | $4,644-65.6% | $2,471-35.3% |
| Participant deferral / active EE | $3,516 | $5,680-38.1% | $6,842-48.6% | $3,740-6.0% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |