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 10-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 | $7,277 | $95,416-92.4% | $185,823-96.1% | $85,850-91.5% |
| Participation rate | 37.5% | 68.8%-31.3pp | 81.7%-44.2pp | 69.3%-31.8pp |
| Annual return | 37.77% | 23.59%+14.2pp | 122.05%-84.3pp | 318.53%-280.8pp |
| Employer contribution / active EE | $447 | $3,314-86.5% | $5,167-91.3% | $2,565-82.6% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $64 | $7,213-99.1% | $16,237-99.6% | $6,260-99.0% |