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 8-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 | $6,480 | $150,440-95.7% | $136,294-95.2% | $147,584-95.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 42.61% | 1049.08%-1006.5pp | 5155.94%-5113.3pp | 578.55%-535.9pp |
| Employer contribution / active EE | $1,521 | $5,256-71.1% | $4,695-67.6% | $4,876-68.8% |
| Participant deferral / active EE | $2,132 | $6,630-67.8% | $6,247-65.9% | $5,439-60.8% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |