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 7-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 | $22,286 | $91,538-75.7% | $129,995-82.9% | $75,163-70.3% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 26.17% | -631.11%+657.3pp | -137.18%+163.3pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,235 | $2,845-56.6% | $4,320-71.4% | $2,670-53.8% |
| Participant deferral / active EE | $2,163 | $4,341-50.2% | $5,820-62.8% | $4,125-47.6% |
| Admin fee / account holder | $100 | $6,790-98.5% | $10,614-99.1% | $5,651-98.2% |