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 | $4,353 | $91,190-95.2% | $178,490-97.6% | $79,858-94.5% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.1pp |
| Annual return | 34.95% | 24.19%+10.8pp | 151.07%-116.1pp | 31.71%+3.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,002 | $3,236-69.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $157 | $6,751-97.7% | $13,984-98.9% | $5,306-97.0% |