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 | $1,385 | $39,019-96.5% | $80,716-98.3% | $85,850-98.4% |
| Participation rate | 69.1% | 41.5%+27.5pp | 54.2%+14.9pp | 69.3%-0.2pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $474 | $722-34.4% | $1,160-59.1% | $2,565-81.5% |
| Participant deferral / active EE | $623 | $1,326-53.0% | $2,146-71.0% | $3,952-84.2% |
| Admin fee / account holder | $63 | $2,431-97.4% | $3,380-98.1% | $6,260-99.0% |