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 6-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 | $7,032 | $102,966-93.2% | $90,281-92.2% | $152,861-95.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 164.62% | 95.16%+69.5pp | 78.10%+86.5pp | 345.32%-180.7pp |
| Employer contribution / active EE | $1,293 | $3,139-58.8% | $2,854-54.7% | $4,762-72.8% |
| Participant deferral / active EE | $1,218 | $4,281-71.5% | $3,885-68.6% | $5,850-79.2% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |