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 10-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 | $18,319 | $226,064-91.9% | $182,532-90.0% | $152,861-88.0% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 23.74% | 192.51%-168.8pp | 148.54%-124.8pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,620 | $6,368-11.7% | $5,524+1.7% | $5,850-3.9% |
| Admin fee / account holder | $96 | $10,703-99.1% | $8,592-98.9% | $11,596-99.2% |