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 3-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 | $9,222 | $102,604-91.0% | $86,188-89.3% | $139,434-93.4% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,583 | $3,032-47.8% | $2,380-33.5% | $4,751-66.7% |
| Participant deferral / active EE | $4,783 | $4,676+2.3% | $3,985+20.0% | $6,710-28.7% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |