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 9-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 | $23,574 | $150,440-84.3% | $136,294-82.7% | $147,584-84.0% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 39.91% | 1049.08%-1009.2pp | 5155.94%-5116.0pp | 578.55%-538.6pp |
| Employer contribution / active EE | $3,080 | $5,256-41.4% | $4,695-34.4% | $4,876-36.8% |
| Participant deferral / active EE | $9,931 | $6,630+49.8% | $6,247+59.0% | $5,439+82.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |