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 | $6,624 | $104,907-93.7% | $84,611-92.2% | $152,861-95.7% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.4%-47.4pp |
| Annual return | 38.11% | 373.79%-335.7pp | 258.74%-220.6pp | 345.32%-307.2pp |
| Employer contribution / active EE | $823 | $3,302-75.1% | $2,652-69.0% | $4,762-82.7% |
| Participant deferral / active EE | $1,841 | $4,688-60.7% | $3,899-52.8% | $5,850-68.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |