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 | $18,339 | $154,117-88.1% | $129,995-85.9% | $139,434-86.8% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.5%-41.6pp | 80.3%-43.5pp |
| Annual return | 42.69% | 32.48%+10.2pp | -137.18%+179.9pp | 372.94%-330.2pp |
| Employer contribution / active EE | $1,432 | $5,289-72.9% | $4,320-66.9% | $4,751-69.9% |
| Participant deferral / active EE | $2,518 | $6,710-62.5% | $5,820-56.7% | $6,710-62.5% |
| Admin fee / account holder | $205 | $14,007-98.5% | $10,614-98.1% | $11,403-98.2% |