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 6-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 | $6,985 | $91,552-92.4% | $133,956-94.8% | $79,858-91.3% |
| Participation rate | 47.4% | 73.3%-25.9pp | 79.8%-32.4pp | 69.6%-22.2pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,221 | $2,384-48.8% | $3,919-68.8% | $2,471-50.6% |
| Participant deferral / active EE | $2,098 | $3,733-43.8% | $5,048-58.4% | $3,740-43.9% |
| Admin fee / account holder | $102 | $6,321-98.4% | $8,927-98.9% | $5,306-98.1% |