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 3-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 | $3,250 | $40,385-92.0% | $80,569-96.0% | $74,419-95.6% |
| Participation rate | 22.2% | 47.4%-25.2pp | 67.0%-44.8pp | 70.7%-48.5pp |
| Annual return | 0.00% | 164.85%-164.9pp | 935.43%-935.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $692 | $2,674-74.1% | $4,447-84.4% | $4,528-84.7% |
| Admin fee / account holder | $73 | $720-89.8% | $5,377-98.6% | $348-79.0% |