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 | $2,207 | $152,509-98.6% | $117,472-98.1% | $134,475-98.4% |
| Participation rate | 18.8% | 77.1%-58.3pp | 70.6%-51.8pp | 81.2%-62.5pp |
| Annual return | 175.81% | 52.99%+122.8pp | 29.74%+146.1pp | 417.96%-242.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $529 | $4,818-89.0% | $4,070-87.0% | $6,400-91.7% |
| Admin fee / account holder | $122 | $7,004-98.3% | $5,645-97.8% | $11,426-98.9% |