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 10-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 | $13,607 | $150,440-91.0% | $136,294-90.0% | $147,584-90.8% |
| Participation rate | 35.7% | 84.4%-48.7pp | 81.9%-46.2pp | 82.8%-47.1pp |
| Annual return | 37.21% | 1049.08%-1011.9pp | 5155.94%-5118.7pp | 578.55%-541.3pp |
| Employer contribution / active EE | $1,073 | $5,256-79.6% | $4,695-77.2% | $4,876-78.0% |
| Participant deferral / active EE | $2,562 | $6,630-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |