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 | $12,361 | $176,662-93.0% | $130,648-90.5% | $152,861-91.9% |
| Participation rate | 68.2% | 79.0%-10.8pp | 71.7%-3.6pp | 82.4%-14.3pp |
| Annual return | 27.63% | 2692.24%-2664.6pp | 1708.96%-1681.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,209 | $5,742-78.9% | $4,092-70.5% | $4,762-74.6% |
| Participant deferral / active EE | $2,167 | $4,361-50.3% | $3,603-39.8% | $5,850-63.0% |
| Admin fee / account holder | $40 | $7,133-99.4% | $5,464-99.3% | $11,596-99.7% |