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 | $1,010 | $76,738-98.7% | $56,411-98.2% | $145,922-99.3% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.3pp | 80.3%-11.5pp |
| Annual return | 9.85% | 2994.23%-2984.4pp | 1701.33%-1691.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $629 | $2,623-76.0% | $1,952-67.8% | $6,688-90.6% |
| Admin fee / account holder | $145 | $3,334-95.7% | $2,829-94.9% | $13,397-98.9% |