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 | $1,678 | $99,918-98.3% | $81,382-97.9% | $145,922-98.9% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.5%-4.3pp | 80.3%-15.1pp |
| Annual return | 19.57% | 34.32%-14.7pp | 24.73%-5.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $869 | $4,605-81.1% | $3,883-77.6% | $6,688-87.0% |
| Admin fee / account holder | $94 | $8,212-98.9% | $5,768-98.4% | $13,397-99.3% |