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 8-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 | $7,832 | $91,190-91.4% | $178,490-95.6% | $79,858-90.2% |
| Participation rate | 54.3% | 69.2%-14.9pp | 81.9%-27.7pp | 69.6%-15.4pp |
| Annual return | 236.92% | 24.19%+212.7pp | 151.07%+85.8pp | 31.71%+205.2pp |
| Employer contribution / active EE | $522 | $3,256-84.0% | $5,011-89.6% | $2,471-78.9% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $114 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |