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 10-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 | $15,717 | $89,739-82.5% | $149,718-89.5% | $62,292-74.8% |
| Participation rate | 60.0% | 85.1%-25.1pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 62.51% | 21.01%+41.5pp | 1501.63%-1439.1pp | 28.90%+33.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,999 | $4,797+4.2% | $6,569-23.9% | $3,169+57.7% |
| Admin fee / account holder | $173 | $551-68.6% | $11,283-98.5% | $479-63.9% |