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 | $8,135 | $49,173-83.5% | $121,098-93.3% | $75,163-89.2% |
| Participation rate | 39.6% | 55.4%-15.8pp | 69.5%-29.9pp | 67.2%-27.6pp |
| Annual return | 21.73% | 55.99%-34.3pp | 985.75%-964.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $587 | $1,546-62.0% | $4,164-85.9% | $2,670-78.0% |
| Participant deferral / active EE | $964 | $2,628-63.3% | $4,080-76.4% | $4,125-76.6% |
| Admin fee / account holder | $64 | $3,942-98.4% | $5,644-98.9% | $5,651-98.9% |