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 5-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 | $2,247 | $65,409-96.6% | $98,442-97.7% | $85,850-97.4% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-31.0pp | 69.3%-27.0pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $488 | $2,168-77.5% | $2,960-83.5% | $2,565-81.0% |
| Participant deferral / active EE | $1,152 | $3,166-63.6% | $4,276-73.1% | $3,952-70.9% |
| Admin fee / account holder | $151 | $4,593-96.7% | $5,949-97.5% | $6,260-97.6% |