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 | $9,758 | $176,662-94.5% | $130,648-92.5% | $152,861-93.6% |
| Participation rate | 31.3% | 79.0%-47.7pp | 71.7%-40.5pp | 82.4%-51.2pp |
| Annual return | 32.03% | 2692.24%-2660.2pp | 1708.96%-1676.9pp | 345.32%-313.3pp |
| Employer contribution / active EE | $835 | $5,742-85.5% | $4,092-79.6% | $4,762-82.5% |
| Participant deferral / active EE | $1,238 | $4,361-71.6% | $3,603-65.6% | $5,850-78.8% |
| Admin fee / account holder | $29 | $7,133-99.6% | $5,464-99.5% | $11,596-99.7% |