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 | $9,424 | $127,100-92.6% | $105,738-91.1% | $135,375-93.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 76.3%-36.3pp | 82.6%-42.6pp |
| Annual return | -7.91% | 4.49%-12.4pp | 6.27%-14.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,552 | $4,107-62.2% | $3,268-52.5% | $4,779-67.5% |
| Participant deferral / active EE | $1,552 | $5,064-69.4% | $4,080-62.0% | $5,609-72.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |