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 7-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 | $6,853 | $112,881-93.9% | $90,951-92.5% | $158,922-95.7% |
| Participation rate | 53.8% | 74.7%-20.9pp | 69.0%-15.2pp | 82.0%-28.1pp |
| Annual return | 53.54% | 215.79%-162.2pp | 134.60%-81.1pp | 302.83%-249.3pp |
| Employer contribution / active EE | $591 | $2,893-79.6% | $2,122-72.1% | $4,761-87.6% |
| Participant deferral / active EE | $1,321 | $4,128-68.0% | $3,373-60.8% | $5,982-77.9% |
| Admin fee / account holder | $31 | $8,041-99.6% | $5,959-99.5% | $11,246-99.7% |