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 | $6,619 | $105,931-93.8% | $81,930-91.9% | $158,922-95.8% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 75.99% | 38.17%+37.8pp | 29.49%+46.5pp | 302.83%-226.8pp |
| Employer contribution / active EE | $565 | $7,800-92.8% | $4,310-86.9% | $4,761-88.1% |
| Participant deferral / active EE | $975 | $13,003-92.5% | $7,107-86.3% | $5,982-83.7% |
| Admin fee / account holder | $262 | $8,489-96.9% | $5,158-94.9% | $11,246-97.7% |