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 | $7,512 | $111,724-93.3% | $93,606-92.0% | $145,922-94.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 27.80% | 202.98%-175.2pp | 133.20%-105.4pp | 561.29%-533.5pp |
| Employer contribution / active EE | $1,212 | $3,090-60.8% | $2,420-49.9% | $4,660-74.0% |
| Participant deferral / active EE | $3,334 | $4,912-32.1% | $4,411-24.4% | $6,688-50.2% |
| Admin fee / account holder | $51 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |