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 | $5,448 | $104,106-94.8% | $71,086-92.3% | $135,375-96.0% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $187 | $1,485-87.4% | $1,088-82.8% | $4,779-96.1% |
| Participant deferral / active EE | $2,283 | $2,527-9.6% | $1,874+21.8% | $5,609-59.3% |
| Admin fee / account holder | $4 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |