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 6-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 | $12,321 | $83,902-85.3% | $167,512-92.6% | $84,808-85.5% |
| Participation rate | 60.3% | 66.5%-6.2pp | 77.1%-16.8pp | 68.3%-8.0pp |
| Annual return | 19.91% | 91.55%-71.6pp | 1615.79%-1595.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $616 | $2,264-72.8% | $3,882-84.1% | $2,631-76.6% |
| Participant deferral / active EE | $1,678 | $4,442-62.2% | $6,405-73.8% | $4,212-60.2% |
| Admin fee / account holder | $212 | $7,915-97.3% | $9,769-97.8% | $7,344-97.1% |