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 9-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 | $28,896 | $202,318-85.7% | $172,739-83.3% | $152,861-81.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 31.00% | 1029.65%-998.6pp | 802.84%-771.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,872 | $5,856-68.0% | $5,143-63.6% | $4,762-60.7% |
| Participant deferral / active EE | $7,254 | $5,948+21.9% | $5,198+39.6% | $5,850+24.0% |
| Admin fee / account holder | $91 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |