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 4-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 | $3,894 | $95,561-95.9% | $77,163-95.0% | $139,434-97.2% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 46.57% | 54.92%-8.4pp | 37.87%+8.7pp | 372.94%-326.4pp |
| Employer contribution / active EE | $668 | $3,147-78.8% | $2,535-73.6% | $4,751-85.9% |
| Participant deferral / active EE | $974 | $4,624-78.9% | $3,833-74.6% | $6,710-85.5% |
| Admin fee / account holder | $17 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |