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 9-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 | $6,109 | $56,110-89.1% | $94,993-93.6% | $70,131-91.3% |
| Participation rate | 56.6% | 65.0%-8.4pp | 73.9%-17.3pp | 69.5%-13.0pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,330 | $1,442-7.7% | $2,603-48.9% | $2,342-43.2% |
| Participant deferral / active EE | $2,039 | $2,391-14.7% | $3,317-38.5% | $3,332-38.8% |
| Admin fee / account holder | $3 | $3,456-99.9% | $4,960-99.9% | $4,645-99.9% |