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 | $18,553 | $165,984-88.8% | $164,813-88.7% | $145,922-87.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 28.12% | 100.03%-71.9pp | 69.93%-41.8pp | 561.29%-533.2pp |
| Employer contribution / active EE | $1,605 | $5,273-69.6% | $4,341-63.0% | $4,660-65.6% |
| Participant deferral / active EE | $3,779 | $6,959-45.7% | $6,031-37.3% | $6,688-43.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |