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 6-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 | $6,271 | $107,334-94.2% | $92,893-93.2% | $152,861-95.9% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.4%-37.4pp |
| Annual return | 78.77% | 145.58%-66.8pp | 109.41%-30.6pp | 345.32%-266.5pp |
| Employer contribution / active EE | $841 | $4,221-80.1% | $3,653-77.0% | $4,762-82.3% |
| Participant deferral / active EE | $1,370 | $4,845-71.7% | $4,236-67.7% | $5,850-76.6% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |