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 7-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 | $13,358 | $65,561-79.6% | $86,188-84.5% | $75,163-82.2% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 30.88% | 46.05%-15.2pp | 1168.45%-1137.6pp | 160.62%-129.7pp |
| Employer contribution / active EE | $962 | $1,553-38.1% | $2,380-59.6% | $2,670-64.0% |
| Participant deferral / active EE | $1,917 | $3,024-36.6% | $3,985-51.9% | $4,125-53.5% |
| Admin fee / account holder | $183 | $5,474-96.6% | $6,852-97.3% | $5,651-96.8% |