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 9-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 | $5,624 | $102,966-94.5% | $90,281-93.8% | $152,861-96.3% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 57.87% | 95.16%-37.3pp | 78.10%-20.2pp | 345.32%-287.5pp |
| Employer contribution / active EE | $789 | $3,139-74.9% | $2,854-72.3% | $4,762-83.4% |
| Participant deferral / active EE | $1,444 | $4,281-66.3% | $3,885-62.8% | $5,850-75.3% |
| Admin fee / account holder | $28 | $6,171-99.5% | $5,351-99.5% | $11,596-99.8% |