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 5-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 | $31,803 | $209,832-84.8% | $189,513-83.2% | $167,490-81.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 24.86% | 748.27%-723.4pp | 555.15%-530.3pp | 478.56%-453.7pp |
| Employer contribution / active EE | $2,122 | $6,914-69.3% | $6,162-65.6% | $4,837-56.1% |
| Participant deferral / active EE | $7,230 | $8,935-19.1% | $8,221-12.1% | $6,341+14.0% |
| Admin fee / account holder | $75 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |