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 7-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 | $14,859 | $107,334-86.2% | $92,893-84.0% | $152,861-90.3% |
| Participation rate | 21.1% | 79.8%-58.7pp | 76.0%-55.0pp | 82.4%-61.4pp |
| Annual return | 49.15% | 145.58%-96.4pp | 109.41%-60.3pp | 345.32%-296.2pp |
| Employer contribution / active EE | $859 | $4,221-79.6% | $3,653-76.5% | $4,762-82.0% |
| Participant deferral / active EE | $1,366 | $4,845-71.8% | $4,236-67.8% | $5,850-76.6% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |