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 | $16,987 | $157,256-89.2% | $141,162-88.0% | $152,861-88.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 57.71% | 64.32%-6.6pp | 71.39%-13.7pp | 345.32%-287.6pp |
| Employer contribution / active EE | $2,050 | $5,261-61.0% | $4,735-56.7% | $4,762-57.0% |
| Participant deferral / active EE | $3,931 | $7,109-44.7% | $6,709-41.4% | $5,850-32.8% |
| Admin fee / account holder | $40 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |