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 | $8,689 | $108,642-92.0% | $74,701-88.4% | $152,861-94.3% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 32.62% | 114.06%-81.4pp | 752.92%-720.3pp | 345.32%-312.7pp |
| Employer contribution / active EE | $529 | $1,503-64.8% | $1,084-51.2% | $4,762-88.9% |
| Participant deferral / active EE | $1,801 | $2,712-33.6% | $1,964-8.3% | $5,850-69.2% |
| Admin fee / account holder | $26 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |