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 | $1,909 | $158,398-98.8% | $126,539-98.5% | $142,382-98.7% |
| Participation rate | 65.0% | 75.8%-10.8pp | 69.8%-4.8pp | 80.1%-15.1pp |
| Annual return | 32.90% | 593.76%-560.9pp | 425.95%-393.0pp | 217.08%-184.2pp |
| Employer contribution / active EE | $153 | $4,650-96.7% | $3,674-95.8% | $4,299-96.5% |
| Participant deferral / active EE | $402 | $4,767-91.6% | $4,083-90.2% | $6,507-93.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |