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 | $5,109 | $118,849-95.7% | $96,562-94.7% | $167,490-96.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 102.18% | 50.49%+51.7pp | 37.78%+64.4pp | 478.56%-376.4pp |
| Employer contribution / active EE | $1,549 | $3,120-50.4% | $2,356-34.3% | $4,837-68.0% |
| Participant deferral / active EE | $1,549 | $4,616-66.4% | $3,849-59.8% | $6,341-75.6% |
| Admin fee / account holder | $25 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |