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 | $7,153 | $102,966-93.1% | $90,281-92.1% | $152,861-95.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 31.16% | 95.16%-64.0pp | 78.10%-46.9pp | 345.32%-314.2pp |
| Employer contribution / active EE | $901 | $3,139-71.3% | $2,854-68.4% | $4,762-81.1% |
| Participant deferral / active EE | $1,546 | $4,281-63.9% | $3,885-60.2% | $5,850-73.6% |
| Admin fee / account holder | $22 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |