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 3-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 | $5,941 | $57,541-89.7% | $95,745-93.8% | $75,163-92.1% |
| Participation rate | 35.9% | 62.5%-26.6pp | 72.3%-36.3pp | 67.2%-31.3pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $442 | $1,808-75.5% | $2,835-84.4% | $2,670-83.4% |
| Participant deferral / active EE | $1,541 | $3,074-49.9% | $4,245-63.7% | $4,125-62.6% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |