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 8-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 | $6,293 | $106,890-94.1% | $84,015-92.5% | $152,861-95.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 51.36% | 104.99%-53.6pp | 71.31%-19.9pp | 345.32%-294.0pp |
| Employer contribution / active EE | $1,595 | $2,734-41.7% | $1,983-19.6% | $4,762-66.5% |
| Participant deferral / active EE | $1,693 | $4,011-57.8% | $3,239-47.7% | $5,850-71.1% |
| Admin fee / account holder | $16 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |