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 10-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 | $7,380 | $100,852-92.7% | $90,404-91.8% | $158,922-95.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.69% | 1724.20%-1713.5pp | 1293.02%-1282.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $885 | $3,689-76.0% | $3,262-72.9% | $4,761-81.4% |
| Participant deferral / active EE | $1,231 | $4,348-71.7% | $3,963-68.9% | $5,982-79.4% |
| Admin fee / account holder | $14 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |