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 | $5,432 | $77,419-93.0% | $69,455-92.2% | $152,861-96.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.4%-42.4pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $875 | $3,315-73.6% | $2,779-68.5% | $4,762-81.6% |
| Participant deferral / active EE | $1,704 | $4,414-61.4% | $3,535-51.8% | $5,850-70.9% |
| Admin fee / account holder | $14 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |