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 | $8,616 | $158,817-94.6% | $121,196-92.9% | $135,375-93.6% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.7%-51.7pp | 82.6%-62.6pp |
| Annual return | -8.99% | -0.64%-8.4pp | 16.93%-25.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,389 | $4,005-65.3% | $3,344-58.5% | $5,609-75.2% |
| Admin fee / account holder | $18 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |