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 10-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 | $235,837 | $174,276+35.3% | $141,084+67.2% | $357,791-34.1% |
| Participation rate | 28.6% | 58.2%-29.7pp | 63.5%-34.9pp | 85.6%-57.0pp |
| Annual return | 0.52% | -44.02%+44.5pp | -42.88%+43.4pp | 396.79%-396.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,224-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $1,552-100.0% | $1,670-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $2,451-100.0% | $3,020-100.0% | $28,387-100.0% |