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 | $5,887 | $226,064-97.4% | $182,532-96.8% | $152,861-96.1% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.0%-8.4pp | 82.4%-12.9pp |
| Annual return | 31.62% | 192.51%-160.9pp | 148.54%-116.9pp | 345.32%-313.7pp |
| Employer contribution / active EE | $550 | $4,978-89.0% | $4,076-86.5% | $4,762-88.5% |
| Participant deferral / active EE | $1,487 | $6,368-76.6% | $5,524-73.1% | $5,850-74.6% |
| Admin fee / account holder | $27 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |