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 | $14,375 | $228,332-93.7% | $185,823-92.3% | $158,922-91.0% |
| Participation rate | 57.9% | 82.3%-24.4pp | 78.0%-20.1pp | 82.0%-24.1pp |
| Annual return | 77.72% | 40.80%+36.9pp | 35.95%+41.8pp | 302.83%-225.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,137 | $6,415-35.5% | $5,632-26.5% | $5,982-30.8% |
| Admin fee / account holder | $41 | $11,864-99.7% | $9,500-99.6% | $11,246-99.6% |