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 4-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 | $7,189 | $102,604-93.0% | $86,188-91.7% | $139,434-94.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 505.37% | 1922.51%-1417.1pp | 1168.45%-663.1pp | 372.94%+132.4pp |
| Employer contribution / active EE | $554 | $3,032-81.7% | $2,380-76.7% | $4,751-88.3% |
| Participant deferral / active EE | $3,963 | $4,676-15.2% | $3,985-0.5% | $6,710-40.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |