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 3-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 | $2,972 | $110,261-97.3% | $95,745-96.9% | $139,434-97.9% |
| Participation rate | 60.9% | 75.8%-14.9pp | 72.3%-11.4pp | 80.3%-19.4pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,775 | $4,676-62.0% | $4,245-58.2% | $6,710-73.6% |
| Admin fee / account holder | $10 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |