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 | $3,924 | $58,208-93.3% | $81,812-95.2% | $80,856-95.1% |
| Participation rate | 53.1% | 63.4%-10.3pp | 72.3%-19.2pp | 67.6%-14.5pp |
| Annual return | 14.80% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $997 | $3,281-69.6% | $4,319-76.9% | $4,296-76.8% |
| Admin fee / account holder | $92 | $4,981-98.1% | $7,386-98.7% | $6,918-98.7% |