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 8-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 | $2,607 | $76,000-96.6% | $154,107-98.3% | $64,186-95.9% |
| Participation rate | 57.7% | 70.4%-12.7pp | 83.0%-25.3pp | 69.6%-11.9pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $461 | $3,351-86.2% | $5,298-91.3% | $2,381-80.6% |
| Participant deferral / active EE | $1,376 | $3,175-56.7% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $167 | $5,596-97.0% | $13,411-98.8% | $4,888-96.6% |