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 4-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 | $17,028 | $117,841-85.5% | $102,423-83.4% | $145,922-88.3% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 20.30% | 31.65%-11.4pp | 29.32%-9.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,813 | $5,731-33.5% | $5,053-24.5% | $6,688-43.0% |
| Admin fee / account holder | $72 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |